+42.9%
WST vs XPO
+38.8%
+4.1%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.1% | +0.8% |
| 7D | +1.3% | +3.5% | -2.2% | +0.5% |
| 30D | +8.5% | +2.8% | +5.7% | +7.7% |
| 3M | +17.2% | -7.5% | +24.7% | +19.0% |
| 6M | +36.3% | -5.9% | +42.2% | +36.9% |
| YTD | +48.9% | +38.4% | +10.5% | +29.8% |
| 1Y | +42.9% | +33.7% | +9.2% | +24.9% |
| All | +42.9% | +38.8% | +4.1% | +24.9% |
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