+99.4%
XBI vs XPO
+151.0%
-51.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -4.6% | -5.7% | +1.0% | -3.6% |
| 30D | -2.0% | -12.8% | +10.8% | +0.3% |
| 3M | +17.8% | -20.0% | +37.8% | +22.3% |
| 6M | +23.7% | -6.0% | +29.8% | +24.2% |
| YTD | +28.2% | +34.0% | -5.8% | +19.5% |
| 1Y | +64.0% | +35.6% | +28.4% | +51.9% |
| 3Y | +99.4% | +152.3% | -52.9% | +61.9% |
| All | +99.4% | +151.0% | -51.6% | +61.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling