+349.8%
WELL vs XPO
+1,516.3%
-1,166.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | 0.0% | 0.0% |
| 7D | -0.2% | -5.7% | +5.4% | +0.9% |
| 30D | +2.3% | -12.8% | +15.1% | +4.9% |
| 3M | +12.3% | -20.0% | +32.2% | +16.8% |
| 6M | +15.6% | -6.0% | +21.6% | +16.1% |
| YTD | +28.3% | +34.0% | -5.7% | +19.6% |
| 1Y | +41.9% | +35.6% | +6.4% | +31.2% |
| 3Y | +198.3% | +152.3% | +46.0% | +128.0% |
| 5Y | +206.4% | +264.4% | -57.9% | +104.4% |
| All | +349.8% | +1,516.3% | -1,166.5% | +137.2% |
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