+13.9%
WOLF vs XPO
+44.1%
-30.2%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -1.0% | -6.7% | -7.2% |
| 7D | -6.2% | -1.3% | -4.9% | -5.4% |
| 30D | -16.5% | -10.4% | -6.1% | -11.1% |
| 3M | -42.0% | -15.7% | -26.3% | -37.0% |
| 6M | +51.8% | -6.3% | +58.1% | +52.4% |
| YTD | +44.6% | +34.2% | +10.4% | +26.4% |
| All | +13.9% | +44.1% | -30.2% | +2.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling