+139.2%
SLB vs XPO
+271.9%
-132.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.4% |
| 7D | +0.4% | +2.7% | -2.3% | -0.1% |
| 30D | +13.6% | -6.2% | +19.8% | +15.0% |
| 3M | +1.5% | -15.4% | +16.9% | +4.8% |
| 6M | +23.0% | +0.7% | +22.3% | +22.2% |
| YTD | +51.2% | +39.8% | +11.4% | +39.9% |
| 1Y | +63.5% | +43.3% | +20.2% | +49.6% |
| 3Y | +2.5% | +166.0% | -163.5% | -17.8% |
| 5Y | +139.2% | +274.2% | -135.0% | +76.7% |
| All | +139.2% | +271.9% | -132.8% | +76.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling