+230.9%
SPOT vs XPO
+151.2%
+79.7%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | -0.1% |
| 7D | -6.9% | -1.3% | -5.5% | -6.7% |
| 30D | +4.1% | -10.4% | +14.5% | +5.6% |
| 3M | +3.7% | -15.7% | +19.4% | +5.9% |
| 6M | -1.6% | -6.3% | +4.7% | -1.9% |
| YTD | -10.2% | +34.2% | -44.3% | -17.6% |
| 1Y | -25.9% | +39.9% | -65.8% | -33.2% |
| All | +230.9% | +151.2% | +79.7% | +157.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling