+47.6%
XPO vs IAG
+119.5%
-71.9%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.2% | +6.7% | +4.7% |
| 7D | +2.4% | -0.5% | +2.9% | +2.4% |
| 30D | -3.5% | +28.9% | -32.4% | -6.6% |
| 3M | -11.9% | +19.1% | -31.1% | -14.2% |
| 6M | -10.0% | -10.3% | +0.3% | -10.1% |
| YTD | +42.1% | +24.2% | +17.9% | +37.2% |
| 1Y | +47.6% | +116.5% | -68.9% | +38.4% |
| All | +47.6% | +119.5% | -71.9% | +38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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