+597.0%
TGT vs XPO
+10,152.6%
-9,555.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -0.9% |
| 7D | -0.6% | +2.7% | -3.3% | -0.9% |
| 30D | +9.5% | -6.2% | +15.7% | +10.1% |
| 3M | +32.3% | -15.4% | +47.7% | +34.2% |
| 6M | +37.0% | +0.7% | +36.3% | +36.4% |
| YTD | +71.0% | +39.8% | +31.2% | +64.6% |
| 1Y | +85.0% | +43.3% | +41.7% | +77.3% |
| 3Y | +46.8% | +166.0% | -119.2% | +31.7% |
| 5Y | -22.7% | +274.2% | -296.9% | -33.8% |
| 10Y | +216.3% | +1,429.0% | -1,212.8% | +146.5% |
| All | +597.0% | +10,152.6% | -9,555.6% | +407.7% |
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 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