+276.8%
THC vs XPO
+275.5%
+1.2%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.2% |
| 7D | +3.7% | -6.7% | +10.3% | +5.5% |
| 30D | +9.0% | -1.9% | +10.9% | +9.4% |
| 3M | +10.4% | -9.9% | +20.3% | +12.9% |
| 6M | +45.7% | -16.4% | +62.0% | +51.3% |
| YTD | +42.6% | +30.2% | +12.4% | +29.1% |
| 1Y | +38.8% | +29.9% | +8.9% | +25.4% |
| 3Y | +418.8% | +122.6% | +296.2% | +259.7% |
| All | +276.8% | +275.5% | +1.2% | +88.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling