+2,108.4%
STX vs XPO
+1,289.5%
+818.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +0.4% | +9.6% | +9.9% |
| 7D | -1.0% | +0.5% | -1.5% | -0.7% |
| 30D | -26.8% | +4.7% | -31.5% | -27.6% |
| 3M | -32.7% | -7.1% | -25.6% | -31.1% |
| 6M | -33.7% | -6.3% | -27.5% | -32.7% |
| YTD | +101.0% | +39.1% | +61.9% | +80.6% |
| 1Y | +92.7% | +36.7% | +56.0% | +73.7% |
| 3Y | +708.7% | +127.4% | +581.3% | +501.6% |
| 5Y | +504.0% | +315.0% | +189.0% | +254.3% |
| 10Y | +2,108.4% | +1,263.5% | +844.9% | +767.3% |
| All | +2,108.4% | +1,289.5% | +818.9% | +767.3% |
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 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