+55.9%
VZ vs XPO
+122.0%
-66.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -0.9% |
| 7D | +2.1% | -6.7% | +8.8% | +2.0% |
| 30D | +1.4% | -1.9% | +3.3% | +1.4% |
| 3M | -1.3% | -9.9% | +8.6% | -1.4% |
| 6M | -0.5% | -16.4% | +15.8% | -0.7% |
| YTD | +19.6% | +30.2% | -10.6% | +20.6% |
| 1Y | +22.4% | +29.9% | -7.5% | +23.4% |
| 3Y | +55.9% | +122.6% | -66.8% | +61.0% |
| All | +55.9% | +122.0% | -66.1% | +61.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling