+1,125.0%
SU vs XPO
+9,839.2%
-8,714.2%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.1% | +4.7% | +2.1% |
| 7D | +1.6% | -0.9% | +2.5% | +1.7% |
| 30D | +10.7% | -8.1% | +18.8% | +11.8% |
| 3M | +13.5% | -19.0% | +32.5% | +16.3% |
| 6M | +21.8% | -5.2% | +27.0% | +21.9% |
| YTD | +58.8% | +35.6% | +23.3% | +51.2% |
| 1Y | +72.0% | +41.1% | +30.9% | +62.3% |
| 3Y | +121.7% | +157.9% | -36.2% | +89.0% |
| 5Y | +350.4% | +265.6% | +84.8% | +257.6% |
| 10Y | +264.7% | +1,516.8% | -1,252.1% | +143.6% |
| All | +1,125.0% | +9,839.2% | -8,714.2% | +610.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling