+288.5%
SONY vs XPO
+10,152.6%
-9,864.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.6% | -2.6% | -4.0% |
| 7D | -5.2% | +2.7% | -7.8% | -5.5% |
| 30D | +0.3% | -6.2% | +6.5% | +0.9% |
| 3M | +6.2% | -15.4% | +21.6% | +8.0% |
| 6M | +9.5% | +0.7% | +8.8% | +9.0% |
| YTD | -8.1% | +39.8% | -47.9% | -12.0% |
| 1Y | -17.9% | +43.3% | -61.2% | -21.9% |
| 3Y | +41.5% | +166.0% | -124.5% | +23.7% |
| 5Y | +11.8% | +274.2% | -262.3% | -7.6% |
| 10Y | +275.4% | +1,429.0% | -1,153.6% | +168.2% |
| All | +288.5% | +10,152.6% | -9,864.0% | +147.3% |
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