+22.7%
SYY vs XPO
+257.8%
-235.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.1% |
| 7D | +1.5% | -1.3% | +2.8% | +1.7% |
| 30D | -2.3% | -10.4% | +8.0% | -0.8% |
| 3M | +5.5% | -15.7% | +21.2% | +7.9% |
| 6M | -1.0% | -6.3% | +5.4% | -0.6% |
| YTD | +14.1% | +34.2% | -20.0% | +7.8% |
| 1Y | +5.6% | +39.9% | -34.4% | -1.4% |
| 3Y | +27.9% | +155.2% | -127.4% | +1.2% |
| 5Y | +22.7% | +264.7% | -242.0% | -16.7% |
| All | +22.7% | +257.8% | -235.1% | -16.7% |
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 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