+1,429.0%
XPO vs RACE
+793.3%
+635.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.0% |
| 7D | +2.7% | -1.0% | +3.7% | +3.2% |
| 30D | -6.2% | -1.5% | -4.6% | -5.5% |
| 3M | -15.4% | +15.5% | -30.9% | -22.9% |
| 6M | +0.7% | +17.3% | -16.5% | -9.8% |
| YTD | +39.8% | +11.1% | +28.7% | +28.0% |
| 1Y | +43.3% | -14.3% | +57.6% | +51.3% |
| 3Y | +166.0% | +40.2% | +125.9% | +92.8% |
| 5Y | +274.2% | +92.6% | +181.6% | +117.7% |
| 10Y | +1,429.0% | +786.6% | +642.5% | +245.7% |
| All | +1,429.0% | +793.3% | +635.8% | +245.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling