+98.9%
SUI vs XPO
+1,517.7%
-1,418.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | +0.1% | -0.8% |
| 7D | -4.1% | -1.3% | -2.8% | -3.9% |
| 30D | -3.2% | -10.4% | +7.2% | -1.6% |
| 3M | -8.4% | -15.7% | +7.3% | -6.3% |
| 6M | -14.4% | -6.3% | -8.0% | -14.0% |
| YTD | -5.5% | +34.2% | -39.7% | -10.8% |
| 1Y | -7.3% | +39.9% | -47.3% | -13.4% |
| 3Y | +9.9% | +155.2% | -145.4% | -10.6% |
| 5Y | -31.6% | +264.7% | -296.3% | -49.7% |
| All | +98.9% | +1,517.7% | -1,418.8% | +32.0% |
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