+119.1%
SUI vs XPO
+1,236.5%
-1,117.4%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | -3.8% | +6.9% | -10.7% | -4.8% |
| 30D | +3.9% | +4.1% | -0.2% | +3.2% |
| 3M | +0.2% | -9.7% | +10.0% | +1.6% |
| 6M | -4.2% | -3.8% | -0.4% | -4.2% |
| YTD | -2.5% | +38.8% | -41.3% | -8.7% |
| 1Y | -4.0% | +34.2% | -38.3% | -9.8% |
| 3Y | +16.5% | +126.9% | -110.4% | -3.5% |
| 5Y | -27.2% | +297.5% | -324.7% | -47.6% |
| All | +119.1% | +1,236.5% | -1,117.4% | +34.4% |
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