+4,234.5%
SHW vs XPO
+10,316.6%
-6,082.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.5% | -4.1% | 0.0% |
| 7D | -3.2% | +2.4% | -5.6% | -3.5% |
| 30D | -9.5% | -3.5% | -6.0% | -9.2% |
| 3M | +11.5% | -11.9% | +23.4% | +12.8% |
| 6M | -3.5% | -10.0% | +6.4% | -2.7% |
| YTD | +3.7% | +42.1% | -38.4% | -0.5% |
| 1Y | -7.9% | +47.6% | -55.5% | -12.2% |
| 3Y | +24.7% | +153.6% | -128.9% | +11.0% |
| 5Y | +13.6% | +266.5% | -252.9% | -4.3% |
| 10Y | +283.0% | +1,460.4% | -1,177.5% | +184.7% |
| All | +4,234.5% | +10,316.6% | -6,082.1% | +2,766.4% |
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