+123.3%
SUI vs XPO
+1,356.2%
-1,232.9%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | +3.4% | -1.5% | +5.0% | +3.6% |
| 30D | +4.6% | +2.6% | +2.0% | +4.1% |
| 3M | +1.6% | -6.1% | +7.7% | +2.3% |
| 6M | -3.5% | -8.0% | +4.5% | -2.8% |
| YTD | -1.0% | +38.5% | -39.5% | -7.2% |
| 1Y | -1.7% | +35.0% | -36.7% | -7.7% |
| 3Y | +18.4% | +126.5% | -108.1% | -1.9% |
| 5Y | -26.3% | +315.4% | -341.8% | -47.4% |
| 10Y | +123.3% | +1,272.1% | -1,148.8% | +36.0% |
| All | +123.3% | +1,356.2% | -1,232.9% | +36.0% |
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