+9,839.2%
XPO vs BTG
+385.9%
+9,453.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.7% | -4.7% | -3.2% |
| 7D | -0.9% | +2.4% | -3.3% | -1.1% |
| 30D | -8.1% | +9.5% | -17.6% | -8.7% |
| 3M | -19.0% | +38.5% | -57.5% | -21.0% |
| 6M | -5.2% | +5.6% | -10.8% | -6.0% |
| YTD | +35.6% | +23.9% | +11.6% | +32.7% |
| 1Y | +41.1% | +32.1% | +9.0% | +37.3% |
| 3Y | +157.9% | +103.2% | +54.7% | +141.9% |
| 5Y | +265.6% | +79.7% | +185.9% | +243.5% |
| 10Y | +1,516.8% | +159.1% | +1,357.7% | +1,365.2% |
| All | +9,839.2% | +385.9% | +9,453.3% | +8,163.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling