+265.2%
SU vs XPO
+1,516.3%
-1,251.1%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | -0.1% | -0.1% |
| 7D | +2.2% | -5.7% | +7.9% | +3.5% |
| 30D | +8.4% | -12.8% | +21.2% | +11.6% |
| 3M | +12.1% | -20.0% | +32.1% | +17.3% |
| 6M | +19.7% | -6.0% | +25.7% | +19.9% |
| YTD | +58.4% | +34.0% | +24.4% | +45.0% |
| 1Y | +67.2% | +35.6% | +31.7% | +51.5% |
| 3Y | +125.0% | +152.3% | -27.3% | +65.5% |
| 5Y | +355.1% | +264.4% | +90.7% | +186.4% |
| All | +265.2% | +1,516.3% | -1,251.1% | +65.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling