+235.5%
SIMO vs XPO
+39.4%
+196.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.1% | +5.1% | +2.7% |
| 7D | +14.5% | -0.9% | +15.4% | +14.7% |
| 30D | +20.4% | -8.1% | +28.5% | +22.6% |
| 3M | +7.1% | -19.0% | +26.2% | +10.6% |
| 6M | +129.2% | -5.2% | +134.4% | +130.1% |
| YTD | +201.9% | +35.6% | +166.4% | +186.2% |
| 1Y | +235.5% | +41.1% | +194.4% | +219.6% |
| All | +235.5% | +39.4% | +196.1% | +219.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling