+128.4%
WY vs XPO
+10,316.6%
-10,188.1%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.5% | -3.7% | +0.2% |
| 7D | -1.7% | +2.4% | -4.1% | -2.1% |
| 30D | -10.1% | -3.5% | -6.6% | -9.7% |
| 3M | -5.1% | -11.9% | +6.8% | -3.6% |
| 6M | -4.8% | -10.0% | +5.2% | -3.8% |
| YTD | -0.2% | +42.1% | -42.3% | -6.0% |
| 1Y | -6.6% | +47.6% | -54.2% | -12.8% |
| 3Y | -22.7% | +153.6% | -176.3% | -34.6% |
| 5Y | -22.2% | +266.5% | -288.7% | -39.0% |
| 10Y | +7.3% | +1,460.4% | -1,453.2% | -28.6% |
| All | +128.4% | +10,316.6% | -10,188.1% | +27.7% |
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