+277.2%
XPO vs SPY
+81.8%
+195.3%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.0% | -0.7% |
| 7D | +2.7% | +0.5% | +2.1% | +1.8% |
| 30D | -6.2% | -0.9% | -5.2% | -4.8% |
| 3M | -15.4% | +3.9% | -19.3% | -20.5% |
| 6M | +0.7% | +14.5% | -13.8% | -18.9% |
| YTD | +39.8% | +12.9% | +26.9% | +15.7% |
| 1Y | +43.3% | +19.4% | +24.0% | +8.3% |
| 3Y | +166.0% | +78.5% | +87.6% | +7.8% |
| All | +277.2% | +81.8% | +195.3% | +49.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling