-12.4%
SOUN vs XPO
+499.0%
-511.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.6% | -0.9% | -1.9% |
| 7D | -4.1% | +2.7% | -6.8% | -5.1% |
| 30D | -18.1% | -6.2% | -11.9% | -16.1% |
| 3M | -12.3% | -15.4% | +3.1% | -6.8% |
| 6M | -18.6% | +0.7% | -19.3% | -19.7% |
| YTD | -34.1% | +39.8% | -73.9% | -43.1% |
| 1Y | -57.0% | +43.3% | -100.3% | -63.5% |
| 3Y | +185.7% | +166.0% | +19.6% | +88.3% |
| All | -12.4% | +499.0% | -511.4% | -51.7% |
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