+517.6%
SPMO vs XPO
+1,516.3%
-998.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -0.9% | -5.7% | +4.7% | +0.3% |
| 30D | -1.9% | -12.8% | +10.9% | +0.9% |
| 3M | -1.4% | -20.0% | +18.6% | +3.2% |
| 6M | +25.5% | -6.0% | +31.5% | +26.6% |
| YTD | +24.8% | +34.0% | -9.2% | +16.2% |
| 1Y | +24.5% | +35.6% | -11.1% | +14.9% |
| 3Y | +157.1% | +152.3% | +4.8% | +101.4% |
| 5Y | +149.5% | +264.4% | -114.9% | +72.7% |
| All | +517.6% | +1,516.3% | -998.7% | +253.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling