+455.4%
V vs XPO
+1,283.6%
-828.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | +0.8% | -1.5% | +2.3% | +1.1% |
| 30D | +9.9% | +2.6% | +7.4% | +9.2% |
| 3M | +17.5% | -6.1% | +23.6% | +18.7% |
| 6M | +33.5% | -8.0% | +41.4% | +34.8% |
| YTD | +21.6% | +38.5% | -16.9% | +10.4% |
| 1Y | +27.6% | +35.0% | -7.4% | +16.3% |
| 3Y | +76.4% | +126.5% | -50.1% | +34.9% |
| 5Y | +103.8% | +315.4% | -211.6% | +25.8% |
| All | +455.4% | +1,283.6% | -828.2% | +163.3% |
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 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