+494.4%
TEAM vs XPO
+1,516.3%
-1,021.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -5.2% | -5.7% | +0.4% | -3.6% |
| 30D | +15.8% | -12.8% | +28.6% | +20.2% |
| 3M | +101.5% | -20.0% | +121.4% | +113.8% |
| 6M | +138.2% | -6.0% | +144.2% | +138.7% |
| YTD | +10.8% | +34.0% | -23.2% | -2.4% |
| 1Y | +1.7% | +35.6% | -33.9% | -11.4% |
| 3Y | -16.0% | +152.3% | -168.3% | -42.4% |
| 5Y | -52.7% | +264.4% | -317.1% | -72.7% |
| All | +494.4% | +1,516.3% | -1,021.9% | +126.1% |
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