+1,179.3%
RTX vs XPO
+10,073.3%
-8,894.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.2% | -1.4% |
| 7D | +3.4% | +6.9% | -3.5% | +2.6% |
| 30D | +8.4% | +4.1% | +4.3% | +7.9% |
| 3M | -10.7% | -9.7% | -0.9% | -9.8% |
| 6M | +11.7% | -3.8% | +15.5% | +11.8% |
| YTD | +9.3% | +38.8% | -29.4% | +4.6% |
| 1Y | +13.3% | +34.2% | -20.9% | +8.6% |
| 3Y | +156.1% | +126.9% | +29.2% | +126.6% |
| 5Y | +148.5% | +297.5% | -149.0% | +100.8% |
| 10Y | +263.6% | +1,260.5% | -996.9% | +159.2% |
| All | +1,179.3% | +10,073.3% | -8,894.0% | +696.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling