-17.0%
TEAM vs XPO
+153.8%
-170.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.1% | +3.8% | +1.4% |
| 7D | -4.7% | -0.9% | -3.7% | -4.5% |
| 30D | +17.0% | -8.1% | +25.1% | +19.0% |
| 3M | +85.9% | -19.0% | +104.9% | +93.7% |
| 6M | +116.7% | -5.2% | +121.8% | +116.0% |
| YTD | +9.6% | +35.6% | -25.9% | -3.2% |
| 1Y | -2.5% | +41.1% | -43.6% | -15.7% |
| All | -17.0% | +153.8% | -170.8% | -38.2% |
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