+711.3%
WPM vs XPO
+1,266.4%
-555.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.5% | -0.5% |
| 7D | -3.6% | +9.0% | -12.5% | -4.3% |
| 30D | +1.4% | +4.2% | -2.7% | +1.0% |
| 3M | -0.2% | -8.7% | +8.5% | +0.5% |
| 6M | -7.3% | -2.8% | -4.6% | -7.3% |
| YTD | +12.3% | +41.9% | -29.5% | +8.8% |
| 1Y | +24.9% | +42.3% | -17.4% | +20.9% |
| 3Y | +210.4% | +127.3% | +83.1% | +182.2% |
| 5Y | +210.4% | +306.4% | -96.0% | +159.8% |
| All | +711.3% | +1,266.4% | -555.1% | +578.5% |
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