+127.3%
XPO vs BAM
+85.6%
+41.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.1% |
| 7D | +9.0% | -2.7% | +11.6% | +10.7% |
| 30D | +4.2% | +15.5% | -11.3% | -4.6% |
| 3M | -8.7% | -6.9% | -1.8% | -5.2% |
| 6M | -2.8% | +9.9% | -12.6% | -9.5% |
| YTD | +41.9% | +1.4% | +40.5% | +37.7% |
| 1Y | +42.3% | +3.3% | +39.1% | +36.5% |
| 3Y | +127.3% | +83.6% | +43.6% | +73.5% |
| All | +127.3% | +85.6% | +41.7% | +73.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling