+312.3%
ZETA vs XPO
+281.6%
+30.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.2% | -3.9% | -2.7% |
| 7D | +18.1% | +9.0% | +9.1% | +13.6% |
| 30D | +13.6% | +4.2% | +9.4% | +11.3% |
| 3M | +23.7% | -8.7% | +32.4% | +27.9% |
| 6M | +128.5% | -2.8% | +131.2% | +127.4% |
| YTD | +80.1% | +41.9% | +38.2% | +45.6% |
| 1Y | +98.0% | +42.3% | +55.7% | +59.9% |
| 3Y | +348.6% | +127.3% | +221.3% | +178.1% |
| 5Y | +286.6% | +306.4% | -19.8% | +47.9% |
| All | +312.3% | +281.6% | +30.6% | +58.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling