+113.2%
WDC vs XPO
+38.8%
+74.4%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -1.6% | -5.2% | -6.0% |
| 7D | -18.3% | +3.5% | -21.8% | -19.8% |
| 30D | -26.7% | +2.8% | -29.5% | -27.9% |
| 3M | -40.9% | -7.5% | -33.5% | -38.6% |
| 6M | -26.8% | -5.9% | -20.8% | -25.2% |
| YTD | +88.2% | +38.4% | +49.8% | +50.2% |
| 1Y | +113.2% | +33.7% | +79.5% | +72.6% |
| All | +113.2% | +38.8% | +74.4% | +72.6% |
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