+42.1%
U vs XPO
+38.7%
+3.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.2% | +3.0% | +5.1% |
| 7D | +2.6% | +9.0% | -6.4% | +2.0% |
| 30D | +27.6% | +4.2% | +23.4% | +27.0% |
| 3M | +15.3% | -8.7% | +24.0% | +16.9% |
| 6M | +96.4% | -2.8% | +99.2% | +97.1% |
| YTD | +19.6% | +41.9% | -22.3% | +15.1% |
| 1Y | +42.1% | +42.3% | -0.2% | +37.5% |
| All | +42.1% | +38.7% | +3.4% | +37.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling