+372.1%
XPO vs BAM
+86.2%
+285.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.7% | -0.2% |
| 7D | -6.7% | +9.7% | -16.4% | -11.5% |
| 30D | -1.9% | +19.0% | -20.9% | -11.3% |
| 3M | -9.9% | +0.6% | -10.4% | -10.7% |
| 6M | -16.4% | +11.1% | -27.4% | -22.3% |
| YTD | +30.2% | +4.2% | +26.0% | +24.7% |
| 1Y | +29.9% | +3.3% | +26.6% | +25.0% |
| 3Y | +122.6% | +88.8% | +33.9% | +58.5% |
| All | +372.1% | +86.2% | +285.9% | +231.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling