+1,834.3%
XPO vs FIVN
+292.8%
+1,541.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.1% | +4.6% | -0.2% |
| 7D | +2.7% | -8.2% | +10.9% | +4.6% |
| 30D | -6.2% | -8.1% | +1.9% | -4.8% |
| 3M | -15.4% | +34.9% | -50.3% | -22.1% |
| 6M | +0.7% | +72.6% | -71.9% | -14.4% |
| YTD | +39.8% | +55.8% | -15.9% | +20.8% |
| 1Y | +43.3% | +17.1% | +26.2% | +31.9% |
| 3Y | +166.0% | -54.3% | +220.4% | +191.3% |
| 5Y | +274.2% | -81.6% | +355.7% | +373.2% |
| 10Y | +1,429.0% | +109.2% | +1,319.9% | +980.7% |
| All | +1,834.3% | +292.8% | +1,541.5% | +1,084.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling