+34.9%
XPO vs BAM
+5.0%
+29.9%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.3% | +3.9% | +5.3% |
| 7D | -1.9% | +5.3% | -7.2% | -3.8% |
| 30D | +2.5% | +18.1% | -15.6% | -4.3% |
| 3M | -7.2% | +4.2% | -11.4% | -8.9% |
| 6M | -8.1% | +11.1% | -19.1% | -12.3% |
| YTD | +38.3% | +6.6% | +31.7% | +32.7% |
| All | +34.9% | +5.0% | +29.9% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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