+41.1%
WWD vs XPO
+39.1%
+2.0%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.4% | +1.4% |
| 7D | -2.6% | -5.7% | +3.1% | -0.8% |
| 30D | -6.9% | -12.8% | +5.9% | -3.0% |
| 3M | -13.0% | -20.0% | +6.9% | -7.1% |
| 6M | -12.5% | -6.0% | -6.4% | -11.7% |
| YTD | +11.8% | +34.0% | -22.2% | +4.1% |
| 1Y | +41.1% | +35.6% | +5.5% | +32.1% |
| All | +41.1% | +39.1% | +2.0% | +32.1% |
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