+1,976.3%
XPO vs RACE
+647.6%
+1,328.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.9% | +6.4% | +5.6% |
| 7D | +2.4% | -2.5% | +4.9% | +3.9% |
| 30D | -3.5% | +0.8% | -4.3% | -4.1% |
| 3M | -11.9% | +17.2% | -29.1% | -20.4% |
| 6M | -10.0% | +13.6% | -23.5% | -17.7% |
| YTD | +42.1% | +12.2% | +29.9% | +29.3% |
| 1Y | +47.6% | -16.3% | +63.9% | +58.0% |
| 3Y | +153.6% | +36.4% | +117.1% | +89.1% |
| 5Y | +266.5% | +95.0% | +171.6% | +115.7% |
| 10Y | +1,460.4% | +813.2% | +647.2% | +259.8% |
| All | +1,976.3% | +647.6% | +1,328.7% | +361.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling