+262.0%
XPO vs HRB
+114.1%
+148.0%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.2% |
| 7D | -5.7% | -8.0% | +2.4% | -4.3% |
| 30D | -12.8% | -16.0% | +3.2% | -10.4% |
| 3M | -20.0% | +26.9% | -46.8% | -23.9% |
| 6M | -6.0% | +51.1% | -57.2% | -14.2% |
| YTD | +34.0% | +7.1% | +27.0% | +32.4% |
| 1Y | +35.6% | -9.6% | +45.2% | +39.6% |
| 3Y | +152.3% | +25.4% | +126.9% | +122.1% |
| All | +262.0% | +114.1% | +148.0% | +184.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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