+11.6%
TROW vs XPO
+151.0%
-139.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | -3.2% | -5.7% | +2.5% | -1.9% |
| 30D | -4.6% | -12.8% | +8.2% | -1.6% |
| 3M | -0.7% | -20.0% | +19.3% | +4.3% |
| 6M | +22.2% | -6.0% | +28.3% | +22.6% |
| YTD | +6.6% | +34.0% | -27.4% | -3.5% |
| 1Y | +5.8% | +35.6% | -29.7% | -5.2% |
| 3Y | +11.6% | +152.3% | -140.7% | -16.0% |
| All | +11.6% | +151.0% | -139.4% | -16.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling