+802.8%
TEAM vs XPO
+1,985.6%
-1,182.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.5% | -7.1% | -3.9% |
| 7D | -0.4% | +2.4% | -2.8% | -1.2% |
| 30D | +67.3% | -3.5% | +70.8% | +69.0% |
| 3M | +86.8% | -11.9% | +98.7% | +92.5% |
| 6M | +146.8% | -10.0% | +156.8% | +149.9% |
| YTD | +16.9% | +42.1% | -25.2% | +1.7% |
| 1Y | +12.8% | +47.6% | -34.8% | -3.8% |
| 3Y | -7.3% | +153.6% | -160.9% | -35.6% |
| 5Y | -50.7% | +266.5% | -317.2% | -71.0% |
| 10Y | +529.8% | +1,460.4% | -930.6% | +144.2% |
| All | +802.8% | +1,985.6% | -1,182.9% | +224.5% |
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