+1,516.8%
XPO vs BUD
-24.2%
+1,541.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.2% | -0.9% | -1.9% |
| 7D | -0.9% | -1.3% | +0.4% | -0.2% |
| 30D | -8.1% | -6.1% | -1.9% | -5.1% |
| 3M | -19.0% | -3.8% | -15.3% | -17.8% |
| 6M | -5.2% | +8.2% | -13.4% | -9.9% |
| YTD | +35.6% | +23.6% | +12.0% | +19.5% |
| 1Y | +41.1% | +33.4% | +7.7% | +18.8% |
| 3Y | +157.9% | +45.3% | +112.6% | +100.6% |
| 5Y | +265.6% | +44.3% | +221.4% | +181.0% |
| 10Y | +1,516.8% | -22.8% | +1,539.6% | +1,378.0% |
| All | +1,516.8% | -24.2% | +1,541.0% | +1,378.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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