+103.2%
TXT vs XPO
+1,410.5%
-1,307.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.1% | +3.5% | +1.5% |
| 7D | +0.8% | -0.9% | +1.8% | +1.1% |
| 30D | -10.4% | -8.1% | -2.3% | -7.9% |
| 3M | -14.3% | -19.0% | +4.7% | -8.1% |
| 6M | -15.1% | -5.2% | -9.9% | -14.4% |
| YTD | -8.3% | +35.6% | -43.9% | -19.7% |
| 1Y | -0.7% | +41.1% | -41.8% | -15.1% |
| 3Y | +6.0% | +157.9% | -151.9% | -33.2% |
| 5Y | +12.5% | +265.6% | -253.1% | -42.9% |
| 10Y | +103.2% | +1,516.8% | -1,413.6% | -40.8% |
| All | +103.2% | +1,410.5% | -1,307.3% | -40.8% |
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