+1,034.2%
SUI vs XPO
+10,316.6%
-9,282.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.5% | -4.8% | -0.7% |
| 7D | -2.8% | +2.4% | -5.2% | -3.1% |
| 30D | -1.2% | -3.5% | +2.4% | -0.9% |
| 3M | -1.7% | -11.9% | +10.2% | -0.8% |
| 6M | -10.5% | -10.0% | -0.5% | -10.0% |
| YTD | -1.8% | +42.1% | -43.9% | -5.5% |
| 1Y | -4.1% | +47.6% | -51.7% | -8.2% |
| 3Y | +11.3% | +153.6% | -142.3% | -0.4% |
| 5Y | -32.1% | +266.5% | -298.6% | -42.3% |
| 10Y | +110.4% | +1,460.4% | -1,350.0% | +57.1% |
| All | +1,034.2% | +10,316.6% | -9,282.4% | +620.5% |
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