+33.8%
SOLS vs XPO
+45.0%
-11.3%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.8% | +1.8% |
| 7D | +4.5% | +2.7% | +1.9% | +3.6% |
| 30D | +6.0% | -6.2% | +12.2% | +8.3% |
| 3M | -19.7% | -15.4% | -4.3% | -15.3% |
| 6M | -10.4% | +0.7% | -11.1% | -11.0% |
| YTD | +33.3% | +39.8% | -6.6% | +21.4% |
| All | +33.8% | +45.0% | -11.3% | +21.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling