+10,132.6%
XPO vs CASY
+5,438.2%
+4,694.5%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.5% | +0.3% |
| 7D | -6.7% | +1.1% | -7.8% | -6.9% |
| 30D | -1.9% | +8.7% | -10.6% | -3.8% |
| 3M | -9.9% | -17.3% | +7.4% | -6.4% |
| 6M | -16.4% | -19.7% | +3.4% | -13.4% |
| YTD | +30.2% | +24.8% | +5.4% | +21.8% |
| 1Y | +29.9% | +31.9% | -2.0% | +19.8% |
| 3Y | +122.6% | +155.4% | -32.8% | +74.1% |
| 5Y | +278.9% | +250.6% | +28.3% | +175.7% |
| 10Y | +1,375.3% | +556.8% | +818.5% | +859.5% |
| All | +10,132.6% | +5,438.2% | +4,694.5% | +6,175.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling