+6,146.8%
WST vs XPO
+10,073.3%
-3,926.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | +4.9% | +6.9% | -2.0% | +4.1% |
| 30D | +10.7% | +4.1% | +6.6% | +10.2% |
| 3M | +16.8% | -9.7% | +26.6% | +17.9% |
| 6M | +32.0% | -3.8% | +35.8% | +32.1% |
| YTD | +49.9% | +38.8% | +11.2% | +44.3% |
| 1Y | +50.6% | +34.2% | +16.4% | +45.4% |
| 3Y | +21.4% | +126.9% | -105.5% | +9.5% |
| 5Y | -0.6% | +297.5% | -298.1% | -16.4% |
| 10Y | +449.4% | +1,260.5% | -811.1% | +313.9% |
| All | +6,146.8% | +10,073.3% | -3,926.5% | +3,978.8% |
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