+5,118.4%
WDC vs XPO
+10,316.6%
-5,198.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +4.5% | +1.4% | +5.0% |
| 7D | +1.7% | +2.4% | -0.7% | +1.3% |
| 30D | -10.0% | -3.5% | -6.4% | -9.2% |
| 3M | -18.8% | -11.9% | -6.8% | -16.8% |
| 6M | +79.0% | -10.0% | +89.0% | +82.6% |
| YTD | +171.6% | +42.1% | +129.5% | +154.5% |
| 1Y | +417.4% | +47.6% | +369.8% | +379.4% |
| 3Y | +1,251.8% | +153.6% | +1,098.2% | +1,017.8% |
| 5Y | +911.7% | +266.5% | +645.2% | +669.1% |
| 10Y | +1,399.6% | +1,460.4% | -60.8% | +854.4% |
| All | +5,118.4% | +10,316.6% | -5,198.1% | +2,951.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling