+648.7%
T vs XPO
+9,727.5%
-9,078.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.0% |
| 7D | +1.5% | -5.7% | +7.1% | +1.8% |
| 30D | +7.5% | -12.8% | +20.3% | +8.1% |
| 3M | +14.8% | -20.0% | +34.8% | +15.9% |
| 6M | -1.7% | -6.0% | +4.3% | -1.7% |
| YTD | +8.7% | +34.0% | -25.4% | +6.8% |
| 1Y | -7.5% | +35.6% | -43.0% | -9.2% |
| 3Y | +110.2% | +152.3% | -42.1% | +97.5% |
| 5Y | +71.6% | +264.4% | -192.7% | +56.3% |
| 10Y | +74.5% | +1,498.6% | -1,424.1% | +49.5% |
| All | +648.7% | +9,727.5% | -9,078.8% | +525.9% |
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