+35.6%
XPO vs FIVN
+20.3%
+15.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.4% | -0.2% |
| 7D | -5.7% | -7.8% | +2.2% | -5.1% |
| 30D | -12.8% | -1.7% | -11.1% | -12.8% |
| 3M | -20.0% | +47.2% | -67.2% | -22.6% |
| 6M | -6.0% | +82.7% | -88.8% | -11.9% |
| YTD | +34.0% | +52.9% | -18.9% | +30.0% |
| 1Y | +35.6% | +17.5% | +18.1% | +32.9% |
| All | +35.6% | +20.3% | +15.2% | +32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 1y: compounded portfolio wealth divided by compounded FIVN 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…
1y analysis · Full analysis span regression · 6 months rolling