+104.2%
UAL vs XPO
+1,410.5%
-1,306.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.0% | +0.4% |
| 7D | -1.1% | -0.9% | -0.2% | -0.7% |
| 30D | -13.4% | -8.1% | -5.3% | -10.1% |
| 3M | -2.3% | -19.0% | +16.7% | +7.3% |
| 6M | +13.3% | -5.2% | +18.5% | +15.6% |
| YTD | -4.2% | +35.6% | -39.8% | -17.8% |
| 1Y | +1.4% | +41.1% | -39.7% | -15.6% |
| 3Y | +125.8% | +157.9% | -32.1% | +33.0% |
| 5Y | +130.0% | +265.6% | -135.7% | +6.2% |
| 10Y | +104.2% | +1,516.8% | -1,412.6% | -47.5% |
| All | +104.2% | +1,410.5% | -1,306.2% | -47.5% |
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 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