+5,168.1%
WWD vs XPO
+9,839.2%
-4,671.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | +0.1% |
| 7D | +0.6% | -0.9% | +1.6% | +0.8% |
| 30D | -5.1% | -8.1% | +3.0% | -3.7% |
| 3M | -11.2% | -19.0% | +7.8% | -8.0% |
| 6M | -12.0% | -5.2% | -6.9% | -11.4% |
| YTD | +12.0% | +35.6% | -23.6% | +5.4% |
| 1Y | +42.8% | +41.1% | +1.7% | +32.9% |
| 3Y | +168.9% | +157.9% | +11.0% | +119.0% |
| 5Y | +192.2% | +265.6% | -73.4% | +116.9% |
| 10Y | +495.3% | +1,516.8% | -1,021.5% | +250.9% |
| All | +5,168.1% | +9,839.2% | -4,671.0% | +2,425.1% |
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 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