+29.3%
V vs XPO
+38.8%
-9.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.6% | +5.5% | +3.9% |
| 7D | +9.0% | +3.5% | +5.5% | +8.8% |
| 30D | +18.1% | +2.8% | +15.2% | +17.9% |
| 3M | +18.3% | -7.5% | +25.8% | +18.8% |
| 6M | +34.1% | -5.9% | +40.0% | +34.0% |
| YTD | +25.2% | +38.4% | -13.1% | +16.7% |
| 1Y | +29.3% | +33.7% | -4.4% | +20.6% |
| All | +29.3% | +38.8% | -9.5% | +20.6% |
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 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