+3,201.5%
WDC vs XPO
+10,300.9%
-7,099.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +2.2% | -7.2% | -5.4% |
| 7D | +12.1% | +9.0% | +3.1% | +10.3% |
| 30D | -18.8% | +4.2% | -23.0% | -19.3% |
| 3M | -39.3% | -8.7% | -30.7% | -38.2% |
| 6M | -40.1% | -2.8% | -37.4% | -39.8% |
| YTD | +71.8% | +41.9% | +29.9% | +61.1% |
| 1Y | +88.5% | +42.3% | +46.1% | +76.4% |
| 3Y | +770.0% | +127.3% | +642.7% | +634.6% |
| 5Y | +549.0% | +306.4% | +242.7% | +386.5% |
| 10Y | +650.3% | +1,290.9% | -640.6% | +382.1% |
| All | +3,201.5% | +10,300.9% | -7,099.4% | +1,831.1% |
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