+27.9%
WMB vs XPO
+38.9%
-11.0%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -3.1% |
| 7D | -1.7% | -1.3% | -0.3% | -1.7% |
| 30D | +0.7% | -10.4% | +11.1% | +0.8% |
| 3M | +1.5% | -15.7% | +17.2% | +1.6% |
| 6M | +0.1% | -6.3% | +6.4% | 0.0% |
| YTD | +22.9% | +34.2% | -11.2% | +22.3% |
| 1Y | +27.9% | +39.9% | -12.1% | +27.5% |
| All | +27.9% | +38.9% | -11.0% | +27.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling