+189.2%
TECH vs XPO
+1,289.5%
-1,100.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | +0.1% | +0.5% | -0.4% | -0.2% |
| 30D | +0.3% | +4.7% | -4.4% | -1.1% |
| 3M | +1.0% | -7.1% | +8.1% | +2.5% |
| 6M | +54.0% | -6.3% | +60.2% | +55.3% |
| YTD | +24.3% | +39.1% | -14.7% | +11.9% |
| 1Y | +23.7% | +36.7% | -13.0% | +11.7% |
| 3Y | +28.5% | +127.4% | -99.0% | -1.6% |
| 5Y | -41.2% | +315.0% | -356.2% | -63.5% |
| 10Y | +189.2% | +1,263.5% | -1,074.3% | +38.0% |
| All | +189.2% | +1,289.5% | -1,100.3% | +38.0% |
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