+302.0%
TRV vs XPO
+1,516.3%
-1,214.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.1% |
| 7D | +1.9% | -5.7% | +7.6% | +2.9% |
| 30D | +1.7% | -12.8% | +14.5% | +3.9% |
| 3M | +23.9% | -20.0% | +43.9% | +28.1% |
| 6M | +26.3% | -6.0% | +32.3% | +26.6% |
| YTD | +30.8% | +34.0% | -3.2% | +22.7% |
| 1Y | +36.3% | +35.6% | +0.8% | +26.9% |
| 3Y | +145.0% | +152.3% | -7.3% | +94.7% |
| 5Y | +163.9% | +264.4% | -100.5% | +86.4% |
| All | +302.0% | +1,516.3% | -1,214.3% | +104.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling