+262.0%
XPO vs BTG
+78.0%
+184.0%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.1% |
| 7D | -5.7% | -3.8% | -1.9% | -5.2% |
| 30D | -12.8% | +3.6% | -16.4% | -13.4% |
| 3M | -20.0% | +32.0% | -52.0% | -23.6% |
| 6M | -6.0% | +3.4% | -9.4% | -7.6% |
| YTD | +34.0% | +20.8% | +13.3% | +28.0% |
| 1Y | +35.6% | +22.4% | +13.1% | +28.3% |
| 3Y | +152.3% | +91.7% | +60.6% | +116.1% |
| All | +262.0% | +78.0% | +184.0% | +216.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling