+27.6%
SOLS vs XPO
+39.1%
-11.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.0% | -1.7% | -2.3% |
| 7D | +0.3% | -1.3% | +1.6% | +0.8% |
| 30D | +0.9% | -10.4% | +11.2% | +4.6% |
| 3M | -20.7% | -15.7% | -5.0% | -16.3% |
| 6M | -17.7% | -6.3% | -11.3% | -16.5% |
| YTD | +27.1% | +34.2% | -7.0% | +17.5% |
| All | +27.6% | +39.1% | -11.6% | +17.1% |
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