-79.4%
SPXU vs XPO
+151.2%
-230.6%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.9% | +1.3% |
| 7D | +6.4% | -1.3% | +7.7% | +5.7% |
| 30D | +5.9% | -10.4% | +16.3% | +0.5% |
| 3M | -11.7% | -15.7% | +4.0% | -18.2% |
| 6M | -28.7% | -6.3% | -22.4% | -29.0% |
| YTD | -26.4% | +34.2% | -60.5% | -9.9% |
| 1Y | -35.2% | +39.9% | -75.2% | -17.9% |
| All | -79.4% | +151.2% | -230.6% | -58.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling