-31.2%
SUI vs XPO
+265.7%
-296.9%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.5% | -4.8% | -1.0% |
| 7D | -2.8% | +2.4% | -5.2% | -3.2% |
| 30D | -1.2% | -3.5% | +2.4% | -0.7% |
| 3M | -1.7% | -11.9% | +10.2% | -0.2% |
| 6M | -10.5% | -10.0% | -0.5% | -9.7% |
| YTD | -1.8% | +42.1% | -43.9% | -8.2% |
| 1Y | -4.1% | +47.6% | -51.7% | -11.2% |
| 3Y | +11.3% | +153.6% | -142.3% | -11.8% |
| All | -31.2% | +265.7% | -296.9% | -53.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling