+264.7%
XPO vs IAG
+796.9%
-532.2%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.8% |
| 7D | -1.3% | -4.1% | +2.7% | -1.0% |
| 30D | -10.4% | +10.6% | -21.0% | -11.3% |
| 3M | -15.7% | +35.4% | -51.1% | -18.2% |
| 6M | -6.3% | -9.5% | +3.2% | -6.4% |
| YTD | +34.2% | +21.8% | +12.3% | +30.4% |
| 1Y | +39.9% | +84.1% | -44.2% | +31.2% |
| 3Y | +155.2% | +817.4% | -662.1% | +100.7% |
| 5Y | +264.7% | +830.1% | -565.4% | +181.3% |
| All | +264.7% | +796.9% | -532.2% | +181.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling