+5,060.2%
WST vs XPO
+10,316.6%
-5,256.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.5% | -5.3% | -1.3% |
| 7D | +0.7% | +2.4% | -1.7% | +0.5% |
| 30D | -3.1% | -3.5% | +0.4% | -2.8% |
| 3M | +7.2% | -11.9% | +19.1% | +8.5% |
| 6M | +36.8% | -10.0% | +46.8% | +37.8% |
| YTD | +23.8% | +42.1% | -18.2% | +19.0% |
| 1Y | +37.8% | +47.6% | -9.8% | +31.5% |
| 3Y | -15.9% | +153.6% | -169.5% | -25.0% |
| 5Y | -25.8% | +266.5% | -292.3% | -37.3% |
| 10Y | +319.6% | +1,460.4% | -1,140.8% | +213.4% |
| All | +5,060.2% | +10,316.6% | -5,256.4% | +3,263.2% |
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