+3.4%
NU vs XPO
+53.4%
-50.1%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +4.5% | -6.5% | -2.8% |
| 7D | +7.5% | +2.4% | +5.1% | +7.0% |
| 30D | +6.1% | -3.5% | +9.7% | +6.8% |
| 3M | +26.8% | -11.9% | +38.7% | +29.6% |
| 6M | +2.5% | -10.0% | +12.4% | +3.2% |
| YTD | -8.2% | +42.1% | -50.3% | -12.9% |
| 1Y | +3.4% | +47.6% | -44.2% | -2.6% |
| All | +3.4% | +53.4% | -50.1% | -2.6% |
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 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