-16.3%
SOUN vs XPO
+474.7%
-490.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.0% | -2.7% |
| 7D | -6.8% | -1.3% | -5.5% | -6.4% |
| 30D | -15.2% | -10.4% | -4.9% | -11.6% |
| 3M | -7.0% | -15.7% | +8.7% | -1.0% |
| 6M | -20.5% | -6.3% | -14.2% | -19.3% |
| YTD | -37.0% | +34.2% | -71.2% | -44.7% |
| 1Y | -55.3% | +39.9% | -95.3% | -61.7% |
| 3Y | +173.0% | +155.2% | +17.8% | +82.9% |
| All | -16.3% | +474.7% | -490.9% | -53.1% |
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