+59.6%
TXN vs XPO
+261.3%
-201.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.1% | +3.9% | +3.8% |
| 7D | +4.0% | -5.7% | +9.6% | +5.7% |
| 30D | -2.9% | -12.8% | +10.0% | +1.1% |
| 3M | -9.1% | -20.0% | +10.9% | -3.2% |
| 6M | +36.6% | -6.0% | +42.7% | +38.6% |
| YTD | +57.5% | +34.0% | +23.4% | +42.9% |
| 1Y | +49.5% | +35.6% | +14.0% | +34.3% |
| 3Y | +76.5% | +152.3% | -75.7% | +27.0% |
| All | +59.6% | +261.3% | -201.7% | -5.6% |
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 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