+6,161.9%
WST vs XPO
+10,052.8%
-3,890.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | +1.4% | -1.5% | +2.9% | +1.5% |
| 30D | +12.7% | +2.6% | +10.1% | +12.4% |
| 3M | +17.2% | -6.1% | +23.3% | +17.8% |
| 6M | +26.7% | -8.0% | +34.6% | +27.4% |
| YTD | +50.3% | +38.5% | +11.8% | +44.7% |
| 1Y | +50.2% | +35.0% | +15.2% | +44.9% |
| 3Y | +21.7% | +126.5% | -104.7% | +9.8% |
| 5Y | +2.0% | +315.4% | -313.4% | -14.5% |
| 10Y | +451.1% | +1,272.1% | -821.0% | +315.1% |
| All | +6,161.9% | +10,052.8% | -3,890.9% | +3,989.5% |
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 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