+52.0%
TDG vs XPO
+151.0%
-99.0%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.2% |
| 7D | -1.9% | -5.7% | +3.8% | -1.0% |
| 30D | -7.7% | -12.8% | +5.1% | -5.9% |
| 3M | -9.3% | -20.0% | +10.6% | -6.5% |
| 6M | -9.4% | -6.0% | -3.3% | -9.1% |
| YTD | -14.3% | +34.0% | -48.3% | -18.9% |
| 1Y | -11.8% | +35.6% | -47.4% | -17.2% |
| 3Y | +52.0% | +152.3% | -100.3% | +28.6% |
| All | +52.0% | +151.0% | -99.0% | +28.6% |
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