+902.7%
BURL vs XPO
+2,184.1%
-1,281.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -6.2% | +3.2% | -1.3% |
| 7D | +3.5% | -3.6% | +7.0% | +4.4% |
| 30D | -9.3% | -3.8% | -5.5% | -8.5% |
| 3M | -32.1% | -11.8% | -20.3% | -30.0% |
| 6M | -19.8% | -15.0% | -4.8% | -16.8% |
| YTD | -13.2% | +29.9% | -43.0% | -20.4% |
| 1Y | -7.8% | +27.6% | -35.4% | -15.4% |
| 3Y | +89.3% | +121.9% | -32.6% | +43.5% |
| 5Y | -15.8% | +277.9% | -293.7% | -47.4% |
| 10Y | +262.2% | +1,371.4% | -1,109.2% | +61.4% |
| All | +902.7% | +2,184.1% | -1,281.4% | +299.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling