+1,249.5%
XPO vs SPY
+307.0%
+942.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.8% |
| 7D | +9.0% | +2.6% | +6.4% | +4.9% |
| 30D | +4.2% | -2.0% | +6.1% | +7.1% |
| 3M | -8.7% | -2.8% | -5.9% | -5.1% |
| 6M | -2.8% | +2.1% | -4.9% | -6.4% |
| YTD | +41.9% | +11.5% | +30.4% | +20.2% |
| 1Y | +42.3% | +13.5% | +28.9% | +17.5% |
| 3Y | +127.3% | +77.7% | +49.6% | -2.8% |
| 5Y | +306.4% | +72.6% | +233.8% | +88.7% |
| All | +1,249.5% | +307.0% | +942.5% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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