+1,569.1%
TRV vs XPO
+10,152.6%
-8,583.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.9% |
| 7D | +0.5% | +2.7% | -2.2% | +0.2% |
| 30D | -4.9% | -6.2% | +1.3% | -4.4% |
| 3M | +23.7% | -15.4% | +39.1% | +25.3% |
| 6M | +20.3% | +0.7% | +19.6% | +19.8% |
| YTD | +27.1% | +39.8% | -12.8% | +22.7% |
| 1Y | +35.3% | +43.3% | -8.0% | +30.1% |
| 3Y | +139.8% | +166.0% | -26.2% | +114.9% |
| 5Y | +153.9% | +274.2% | -120.3% | +116.6% |
| 10Y | +285.9% | +1,429.0% | -1,143.2% | +194.5% |
| All | +1,569.1% | +10,152.6% | -8,583.5% | +1,012.5% |
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 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