+732.8%
WMT vs XPO
+9,839.2%
-9,106.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.8% | -0.1% |
| 7D | -0.2% | -0.9% | +0.7% | -0.2% |
| 30D | -5.8% | -8.1% | +2.3% | -5.5% |
| 3M | -10.8% | -19.0% | +8.3% | -9.9% |
| 6M | -14.3% | -5.2% | -9.2% | -14.3% |
| YTD | -4.4% | +35.6% | -40.0% | -6.0% |
| 1Y | +4.3% | +41.1% | -36.8% | +2.3% |
| 3Y | +100.1% | +157.9% | -57.8% | +89.4% |
| 5Y | +130.8% | +265.6% | -134.8% | +112.9% |
| 10Y | +433.7% | +1,516.8% | -1,083.1% | +362.7% |
| All | +732.8% | +9,839.2% | -9,106.4% | +574.7% |
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