+34.1%
TECH vs XPO
+39.4%
-5.4%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | +0.7% |
| 7D | -0.1% | -0.9% | +0.9% | +0.1% |
| 30D | +0.3% | -8.1% | +8.4% | +2.3% |
| 3M | +32.9% | -19.0% | +52.0% | +39.6% |
| 6M | +32.1% | -5.2% | +37.2% | +31.7% |
| YTD | +23.4% | +35.6% | -12.2% | +10.8% |
| 1Y | +34.1% | +41.1% | -7.0% | +19.9% |
| All | +34.1% | +39.4% | -5.4% | +19.9% |
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