+15,785.8%
XPO vs BUD
+215.1%
+15,570.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.3% | +2.7% | +1.5% |
| 7D | +0.5% | +0.5% | 0.0% | +0.2% |
| 30D | +4.7% | +7.4% | -2.7% | +0.9% |
| 3M | -7.1% | +4.3% | -11.4% | -9.5% |
| 6M | -6.3% | +5.3% | -11.5% | -9.5% |
| YTD | +39.1% | +33.2% | +5.8% | +19.3% |
| 1Y | +36.7% | +31.8% | +4.9% | +17.9% |
| 3Y | +127.4% | +47.8% | +79.6% | +80.9% |
| 5Y | +315.0% | +50.2% | +264.8% | +224.8% |
| 10Y | +1,263.5% | -4.8% | +1,268.3% | +1,096.1% |
| All | +15,785.8% | +215.1% | +15,570.8% | +9,693.1% |
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