+417.4%
WDC vs XPO
+53.4%
+364.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +4.5% | +1.4% | +3.8% |
| 7D | +1.7% | +2.4% | -0.7% | +0.6% |
| 30D | -10.0% | -3.5% | -6.4% | -8.2% |
| 3M | -18.8% | -11.9% | -6.8% | -14.6% |
| 6M | +79.0% | -10.0% | +89.0% | +83.8% |
| YTD | +171.6% | +42.1% | +129.5% | +136.9% |
| 1Y | +417.4% | +47.6% | +369.8% | +363.2% |
| All | +417.4% | +53.4% | +364.0% | +363.2% |
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