+15,719.4%
XPO vs BUD
+222.5%
+15,497.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.4% |
| 7D | -1.5% | +6.0% | -7.6% | -4.4% |
| 30D | +2.6% | +11.3% | -8.7% | -2.8% |
| 3M | -6.1% | +3.6% | -9.7% | -8.3% |
| 6M | -8.0% | +7.7% | -15.7% | -12.1% |
| YTD | +38.5% | +36.4% | +2.1% | +17.5% |
| 1Y | +35.0% | +37.8% | -2.8% | +13.9% |
| 3Y | +126.5% | +51.2% | +75.2% | +78.2% |
| 5Y | +315.4% | +53.4% | +262.0% | +221.9% |
| 10Y | +1,272.1% | -3.2% | +1,275.3% | +1,093.6% |
| All | +15,719.4% | +222.5% | +15,497.0% | +9,546.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling