+1,220.0%
XPO vs SBAC
+111.6%
+1,108.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.2% |
| 7D | +6.9% | -2.7% | +9.6% | +7.8% |
| 30D | +4.1% | +3.3% | +0.8% | +2.8% |
| 3M | -9.7% | +3.3% | -13.0% | -11.2% |
| 6M | -3.8% | -10.9% | +7.1% | -1.1% |
| YTD | +38.8% | -1.0% | +39.7% | +36.2% |
| 1Y | +34.2% | -4.5% | +38.7% | +33.5% |
| 3Y | +126.9% | -8.7% | +135.7% | +120.8% |
| 5Y | +297.5% | -40.6% | +338.1% | +362.8% |
| All | +1,220.0% | +111.6% | +1,108.3% | +1,170.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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