0.0%
MUB vs XPO
+39.1%
-39.0%
-4.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | -0.8% | -5.7% | +4.8% | -0.7% |
| 30D | -2.4% | -12.8% | +10.4% | -2.2% |
| 3M | -2.8% | -20.0% | +17.1% | -2.6% |
| 6M | -2.2% | -6.0% | +3.8% | -2.2% |
| YTD | -1.6% | +34.0% | -35.6% | -1.8% |
| 1Y | 0.0% | +35.6% | -35.5% | -0.2% |
| All | 0.0% | +39.1% | -39.0% | -0.2% |
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 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