+126.5%
XPO vs BUD
+51.6%
+74.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.3% |
| 7D | -1.5% | +6.0% | -7.6% | -3.4% |
| 30D | +2.6% | +11.3% | -8.7% | -1.0% |
| 3M | -6.1% | +3.6% | -9.7% | -7.4% |
| 6M | -8.0% | +7.7% | -15.7% | -10.7% |
| YTD | +38.5% | +36.4% | +2.1% | +23.6% |
| 1Y | +35.0% | +37.8% | -2.8% | +20.0% |
| 3Y | +126.5% | +51.2% | +75.2% | +80.6% |
| All | +126.5% | +51.6% | +74.8% | +80.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling