+2,926.4%
V vs XPO
+12,037.6%
-9,111.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.5% | -5.5% | -1.7% |
| 7D | -1.7% | +2.4% | -4.1% | -2.1% |
| 30D | +2.0% | -3.5% | +5.5% | +2.4% |
| 3M | +17.4% | -11.9% | +29.3% | +19.3% |
| 6M | +17.5% | -10.0% | +27.5% | +18.5% |
| YTD | +7.6% | +42.1% | -34.5% | +0.5% |
| 1Y | +7.7% | +47.6% | -39.9% | -0.5% |
| 3Y | +54.7% | +153.6% | -98.9% | +27.1% |
| 5Y | +73.0% | +266.5% | -193.5% | +29.6% |
| 10Y | +390.9% | +1,460.4% | -1,069.6% | +194.7% |
| All | +2,926.4% | +12,037.6% | -9,111.1% | +1,468.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling