+1,228.2%
WDC vs XPO
+1,517.7%
-289.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.0% | -3.4% | -4.0% |
| 7D | +4.4% | -1.3% | +5.7% | +5.0% |
| 30D | +5.3% | -10.4% | +15.6% | +10.4% |
| 3M | -5.9% | -15.7% | +9.8% | +0.8% |
| 6M | +73.2% | -6.3% | +79.6% | +77.3% |
| YTD | +167.8% | +34.2% | +133.7% | +135.0% |
| 1Y | +386.0% | +39.9% | +346.0% | +313.9% |
| 3Y | +1,309.7% | +155.2% | +1,154.5% | +763.2% |
| 5Y | +957.1% | +264.7% | +692.4% | +415.2% |
| All | +1,228.2% | +1,517.7% | -289.6% | +263.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling