+152.8%
RTX vs XPO
+159.4%
-6.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.9% |
| 7D | -3.1% | +2.7% | -5.8% | -3.3% |
| 30D | -10.6% | -6.2% | -4.4% | -10.2% |
| 3M | +11.6% | -15.4% | +27.0% | +12.8% |
| 6M | -4.5% | +0.7% | -5.3% | -4.8% |
| YTD | +9.6% | +39.8% | -30.3% | +6.5% |
| 1Y | +30.8% | +43.3% | -12.5% | +26.7% |
| 3Y | +152.8% | +166.0% | -13.2% | +143.7% |
| All | +152.8% | +159.4% | -6.6% | +143.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded XPO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling