-64.0%
TXG vs XPO
+257.8%
-321.8%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.3% | -0.8% |
| 7D | +5.0% | -1.3% | +6.3% | +5.5% |
| 30D | +13.5% | -10.4% | +23.9% | +20.1% |
| 3M | +128.0% | -15.7% | +143.7% | +147.5% |
| 6M | +224.4% | -6.3% | +230.8% | +230.6% |
| YTD | +307.0% | +34.2% | +272.8% | +233.4% |
| 1Y | +427.2% | +39.9% | +387.3% | +316.5% |
| 3Y | +40.2% | +155.2% | -115.1% | -27.4% |
| 5Y | -64.0% | +264.7% | -328.7% | -87.3% |
| All | -64.0% | +257.8% | -321.8% | -87.3% |
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