+19.7%
TECH vs XPO
+38.8%
-19.1%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.5% |
| 7D | +0.1% | +3.5% | -3.5% | -0.8% |
| 30D | +0.2% | +2.8% | -2.6% | -0.6% |
| 3M | +1.0% | -7.5% | +8.5% | +2.9% |
| 6M | +33.3% | -5.9% | +39.2% | +33.8% |
| YTD | +24.2% | +38.4% | -14.2% | +5.5% |
| 1Y | +19.7% | +33.7% | -14.0% | +2.7% |
| All | +19.7% | +38.8% | -19.1% | +2.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling