+951.8%
TECH vs XPO
+10,316.6%
-9,364.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.5% | -4.5% | -0.5% |
| 7D | +0.1% | +2.4% | -2.3% | -0.2% |
| 30D | +0.7% | -3.5% | +4.2% | +1.1% |
| 3M | +36.3% | -11.9% | +48.3% | +38.2% |
| 6M | +25.6% | -10.0% | +35.5% | +26.6% |
| YTD | +23.7% | +42.1% | -18.4% | +18.3% |
| 1Y | +37.6% | +47.6% | -10.0% | +30.8% |
| 3Y | -6.6% | +153.6% | -160.2% | -16.9% |
| 5Y | -42.2% | +266.5% | -308.7% | -51.3% |
| 10Y | +187.6% | +1,460.4% | -1,272.9% | +117.7% |
| All | +951.8% | +10,316.6% | -9,364.8% | +652.9% |
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 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