-5.3%
BURL vs XPO
+38.8%
-44.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.6% | +9.3% | +8.1% |
| 7D | +10.4% | +3.5% | +6.9% | +9.4% |
| 30D | -4.9% | +2.8% | -7.8% | -5.7% |
| 3M | -29.8% | -7.5% | -22.3% | -28.8% |
| 6M | -16.5% | -5.9% | -10.5% | -16.1% |
| YTD | -10.5% | +38.4% | -48.9% | -14.3% |
| 1Y | -5.3% | +33.7% | -39.0% | -9.4% |
| All | -5.3% | +38.8% | -44.1% | -9.4% |
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