+336.4%
WM vs XPO
+1,334.3%
-997.9%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.3% | -2.1% |
| 7D | +1.2% | -6.7% | +7.9% | +1.9% |
| 30D | +13.1% | -1.9% | +15.0% | +13.3% |
| 3M | +3.6% | -9.9% | +13.5% | +4.7% |
| 6M | +8.1% | -16.4% | +24.4% | +9.8% |
| YTD | +8.9% | +30.2% | -21.3% | +4.6% |
| 1Y | +20.3% | +29.9% | -9.5% | +15.4% |
| 3Y | +46.2% | +122.6% | -76.5% | +27.1% |
| 5Y | +59.9% | +278.9% | -219.0% | +24.5% |
| All | +336.4% | +1,334.3% | -997.9% | +189.5% |
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