+275.1%
XPO vs CASY
+276.6%
-1.6%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.3% | +4.8% | +4.6% |
| 7D | +2.4% | +0.1% | +2.3% | +2.3% |
| 30D | -3.5% | -11.3% | +7.8% | 0.0% |
| 3M | -11.9% | -0.6% | -11.3% | -13.2% |
| 6M | -10.0% | +10.7% | -20.7% | -15.4% |
| YTD | +42.1% | +37.1% | +5.0% | +22.9% |
| 1Y | +47.6% | +52.3% | -4.7% | +21.7% |
| 3Y | +153.6% | +215.2% | -61.6% | +41.9% |
| All | +275.1% | +276.6% | -1.6% | +77.0% |
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