+1,394.6%
WDC vs XPO
+153.8%
+1,240.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.1% | +4.1% | +2.2% |
| 7D | +7.5% | -0.9% | +8.4% | +7.8% |
| 30D | +10.1% | -8.1% | +18.2% | +13.7% |
| 3M | -6.8% | -19.0% | +12.2% | +0.4% |
| 6M | +84.1% | -5.2% | +89.3% | +87.0% |
| YTD | +180.3% | +35.6% | +144.7% | +151.2% |
| 1Y | +411.1% | +41.1% | +370.0% | +348.7% |
| All | +1,394.6% | +153.8% | +1,240.8% | +912.3% |
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