+274.2%
XPO vs CASY
+250.1%
+24.1%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.5% | +0.4% |
| 7D | -6.7% | +1.1% | -7.8% | -7.0% |
| 30D | -1.9% | +8.7% | -10.6% | -4.5% |
| 3M | -9.9% | -17.3% | +7.4% | -4.9% |
| 6M | -16.4% | -19.7% | +3.4% | -11.5% |
| YTD | +30.2% | +24.8% | +5.4% | +14.8% |
| 1Y | +29.9% | +31.9% | -2.0% | +11.6% |
| 3Y | +122.6% | +155.4% | -32.8% | +33.6% |
| All | +274.2% | +250.1% | +24.1% | +72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 5y: compounded portfolio wealth divided by compounded CASY 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…
5y analysis · Full analysis span regression · 6 months rolling