+146.9%
SMTC vs XPO
+53.4%
+93.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +4.5% | +4.7% | +7.0% |
| 7D | +12.7% | +2.4% | +10.3% | +11.4% |
| 30D | +22.0% | -3.5% | +25.5% | +24.6% |
| 3M | -12.7% | -11.9% | -0.7% | -7.3% |
| 6M | +64.8% | -10.0% | +74.7% | +71.3% |
| YTD | +100.7% | +42.1% | +58.6% | +88.7% |
| 1Y | +146.9% | +47.6% | +99.3% | +139.0% |
| All | +146.9% | +53.4% | +93.5% | +139.0% |
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