+62.5%
SLB vs XPO
+275.5%
-213.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.5% |
| 7D | -7.1% | -6.7% | -0.5% | -5.8% |
| 30D | +4.1% | -1.9% | +6.0% | +4.4% |
| 3M | -2.6% | -9.9% | +7.2% | -0.8% |
| 6M | -8.6% | -16.4% | +7.8% | -5.6% |
| YTD | +32.2% | +30.2% | +2.0% | +24.0% |
| 1Y | +40.7% | +29.9% | +10.8% | +31.8% |
| 3Y | -4.5% | +122.6% | -127.2% | -20.7% |
| All | +62.5% | +275.5% | -213.0% | +17.4% |
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 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