+770.0%
WDC vs XPO
+133.2%
+636.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +2.2% | -7.2% | -5.9% |
| 7D | +12.1% | +9.0% | +3.1% | +8.5% |
| 30D | -18.8% | +4.2% | -23.0% | -19.8% |
| 3M | -39.3% | -8.7% | -30.7% | -37.2% |
| 6M | -40.1% | -2.8% | -37.4% | -39.7% |
| YTD | +71.8% | +41.9% | +29.9% | +51.6% |
| 1Y | +88.5% | +42.3% | +46.1% | +66.0% |
| 3Y | +770.0% | +127.3% | +642.7% | +551.1% |
| All | +770.0% | +133.2% | +636.8% | +551.1% |
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