-21.6%
WY vs XPO
+257.8%
-279.4%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.0% | -1.6% | -2.4% |
| 7D | -3.7% | -1.3% | -2.3% | -3.4% |
| 30D | -11.3% | -10.4% | -0.9% | -9.1% |
| 3M | -8.1% | -15.7% | +7.5% | -4.8% |
| 6M | -7.4% | -6.3% | -1.1% | -6.7% |
| YTD | -4.7% | +34.2% | -38.9% | -12.7% |
| 1Y | -9.2% | +39.9% | -49.1% | -18.1% |
| 3Y | -24.7% | +155.2% | -179.9% | -44.3% |
| 5Y | -21.6% | +264.7% | -286.2% | -53.2% |
| All | -21.6% | +257.8% | -279.4% | -53.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling