+1,450.2%
XPO vs BTG
+159.3%
+1,290.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.1% |
| 7D | -5.7% | -3.8% | -1.9% | -5.3% |
| 30D | -12.8% | +3.6% | -16.4% | -13.2% |
| 3M | -20.0% | +32.0% | -52.0% | -22.3% |
| 6M | -6.0% | +3.4% | -9.4% | -7.1% |
| YTD | +34.0% | +20.8% | +13.3% | +30.3% |
| 1Y | +35.6% | +22.4% | +13.1% | +31.1% |
| 3Y | +152.3% | +91.7% | +60.6% | +131.3% |
| 5Y | +264.4% | +79.0% | +185.4% | +233.6% |
| All | +1,450.2% | +159.3% | +1,290.9% | +1,417.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 10y: compounded portfolio wealth divided by compounded BTG 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…
10y analysis · Full analysis span regression · 6 months rolling