+3,306.4%
V vs XPO
+11,718.9%
-8,412.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.3% | -6.4% | -1.1% |
| 7D | -0.8% | -1.9% | +1.1% | -0.5% |
| 30D | +9.5% | +2.5% | +7.0% | +9.0% |
| 3M | +16.7% | -7.2% | +23.9% | +17.8% |
| 6M | +32.9% | -8.1% | +41.0% | +33.9% |
| YTD | +21.1% | +38.3% | -17.3% | +13.4% |
| 1Y | +26.6% | +33.6% | -6.9% | +19.1% |
| 3Y | +78.4% | +133.1% | -54.7% | +48.8% |
| 5Y | +105.5% | +308.9% | -203.4% | +51.4% |
| 10Y | +444.2% | +1,371.8% | -927.5% | +228.9% |
| All | +3,306.4% | +11,718.9% | -8,412.5% | +1,670.4% |
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