+152.3%
XPO vs WTW
+61.9%
+90.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -5.7% | -5.7% | +0.1% | -4.5% |
| 30D | -12.8% | -7.3% | -5.6% | -11.6% |
| 3M | -20.0% | +21.5% | -41.4% | -23.9% |
| 6M | -6.0% | +9.6% | -15.7% | -8.4% |
| YTD | +34.0% | -3.3% | +37.3% | +35.3% |
| 1Y | +35.6% | -6.1% | +41.7% | +38.2% |
| 3Y | +152.3% | +61.8% | +90.4% | +122.6% |
| All | +152.3% | +61.9% | +90.4% | +122.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 3y: compounded portfolio wealth divided by compounded WTW 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…
3y analysis · Full analysis span regression · 6 months rolling