+420.2%
SIMO vs XPO
+163.6%
+256.6%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +4.5% | +4.2% | +7.5% |
| 7D | +4.2% | +2.4% | +1.8% | +3.6% |
| 30D | +4.1% | -3.5% | +7.6% | +5.2% |
| 3M | -12.9% | -11.9% | -0.9% | -9.9% |
| 6M | +110.3% | -10.0% | +120.3% | +114.6% |
| YTD | +178.6% | +42.1% | +136.5% | +150.0% |
| 1Y | +220.0% | +47.6% | +172.4% | +182.3% |
| All | +420.2% | +163.6% | +256.6% | +304.4% |
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 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