+313.4%
XPO vs RACE
+64.4%
+249.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.4% | +0.8% | +1.5% |
| 7D | +9.0% | -1.2% | +10.2% | +9.7% |
| 30D | +4.2% | +6.1% | -2.0% | +0.7% |
| 3M | -8.7% | -0.3% | -8.4% | -8.9% |
| 6M | -2.8% | +23.4% | -26.2% | -15.3% |
| YTD | +41.9% | +12.5% | +29.3% | +28.9% |
| 1Y | +42.3% | -0.5% | +42.8% | +39.6% |
| 3Y | +127.3% | +23.6% | +103.6% | +68.8% |
| All | +313.4% | +64.4% | +249.0% | +110.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling