+11,066.6%
XPO vs IAG
+273.5%
+10,793.0%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.2% | +6.7% | +4.6% |
| 7D | +2.4% | -0.5% | +2.9% | +2.4% |
| 30D | -3.5% | +28.9% | -32.4% | -5.1% |
| 3M | -11.9% | +19.1% | -31.1% | -13.1% |
| 6M | -10.0% | -10.3% | +0.3% | -9.9% |
| YTD | +42.1% | +24.2% | +17.9% | +39.2% |
| 1Y | +47.6% | +116.5% | -68.9% | +39.8% |
| 3Y | +153.6% | +742.8% | -589.2% | +118.6% |
| 5Y | +266.5% | +753.3% | -486.8% | +208.5% |
| 10Y | +1,460.4% | +403.2% | +1,057.3% | +1,197.8% |
| All | +11,066.6% | +273.5% | +10,793.0% | +8,840.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling