XP Selection Competition
| XPSF11 Fund | BRL 5.84 0.05 0.86% |
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of XP Selection competition on your existing holdings.
XPSF11 |
XP Selection Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between XP Selection and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of XPSF11 and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of XP Selection Fundo does not affect the price movement of the other competitor.
| Click cells to compare fundamentals | Check Volatility | Backtest Portfolio |
High positive correlations
| High negative correlations
|
Risk-Adjusted Indicators
There is a big difference between XPSF11 Fund performing well and XP Selection Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze XP Selection's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| BTLG11 | 0.76 | 0.17 | 0.24 | 1.32 | 0.73 | 1.52 | 8.02 | |||
| BTHF11 | 1.04 | (0.15) | 0.00 | 0.82 | 0.00 | 2.20 | 7.36 | |||
| VTLT11 | 0.72 | 0.12 | 0.28 | (0.71) | 0.73 | 1.69 | 5.91 | |||
| KIVO11 | 1.33 | 0.05 | 0.11 | (0.35) | 1.67 | 3.60 | 8.99 | |||
| DPRO11 | 2.34 | 0.16 | 0.05 | 0.07 | 3.01 | 6.21 | 17.00 | |||
| CRAA11 | 0.67 | 0.11 | 0.27 | (0.49) | 0.62 | 1.55 | 4.84 | |||
| BBRC11 | 0.73 | (0.06) | 0.00 | 0.46 | 0.00 | 1.57 | 4.69 | |||
| DEVA11 | 1.61 | (0.08) | 0.00 | (0.55) | 0.00 | 4.96 | 10.58 | |||
| HUSI11 | 0.68 | 0.07 | 0.00 | 0.18 | 0.00 | 0.70 | 20.00 |
XP Selection Competitive Analysis
The better you understand XP Selection competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, XP Selection's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across XP Selection's competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
XP Selection Competition Performance Charts
Five steps to successful analysis of XP Selection Competition
XP Selection's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by XP Selection Fundo in relation to its competition. XP Selection's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of XP Selection in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact XP Selection's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to XP Selection Fundo, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Complement your XP Selection position
In addition to having XP Selection in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Tech Funds Thematic Idea Now
Tech Funds
Funds or Etfs that invest in companies involved in research, development, testing, or distribution of technologically based goods and services. The Tech Funds theme has 27 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Tech Funds Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in XPSF11 Fund
XP Selection financial ratios help investors to determine whether XPSF11 Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in XPSF11 with respect to the benefits of owning XP Selection security.
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity |