+279.2%
ZETA vs XPO
+159.4%
+119.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.2% | -1.1% |
| 7D | -2.4% | +2.7% | -5.1% | -3.6% |
| 30D | +15.6% | -6.2% | +21.8% | +18.3% |
| 3M | +41.5% | -15.4% | +56.9% | +50.5% |
| 6M | +63.4% | +0.7% | +62.7% | +59.3% |
| YTD | +51.3% | +39.8% | +11.5% | +25.0% |
| 1Y | +65.8% | +43.3% | +22.5% | +34.9% |
| 3Y | +279.2% | +166.0% | +113.1% | +165.6% |
| All | +279.2% | +159.4% | +119.8% | +165.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling