+67.8%
ZETA vs XPO
+53.4%
+14.4%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +4.5% | -8.6% | -5.3% |
| 7D | +2.7% | +2.4% | +0.2% | +1.8% |
| 30D | +15.8% | -3.5% | +19.3% | +16.9% |
| 3M | +35.4% | -11.9% | +47.4% | +40.4% |
| 6M | +67.1% | -10.0% | +77.1% | +70.1% |
| YTD | +54.1% | +42.1% | +12.0% | +25.8% |
| 1Y | +67.8% | +47.6% | +20.2% | +38.3% |
| All | +67.8% | +53.4% | +14.4% | +38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 1y: compounded portfolio wealth divided by compounded XPO 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…
1y analysis · Full analysis span regression · 6 months rolling