+41.5%
NU vs XPO
+288.9%
-247.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.6% |
| 7D | -4.9% | -5.7% | +0.8% | -2.6% |
| 30D | +7.8% | -12.8% | +20.6% | +13.9% |
| 3M | +20.9% | -20.0% | +40.9% | +31.6% |
| 6M | +0.9% | -6.0% | +6.9% | +2.0% |
| YTD | -12.7% | +34.0% | -46.7% | -25.6% |
| 1Y | -6.4% | +35.6% | -42.0% | -21.8% |
| 3Y | +98.1% | +152.3% | -54.2% | +9.2% |
| All | +41.5% | +288.9% | -247.4% | -50.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling