+101.1%
UAL vs XPO
+1,356.2%
-1,255.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | +0.1% | +0.1% |
| 7D | +12.5% | -1.5% | +14.0% | +13.3% |
| 30D | +12.2% | +2.6% | +9.6% | +10.8% |
| 3M | -2.6% | -6.1% | +3.5% | +0.1% |
| 6M | +21.1% | -8.0% | +29.0% | +24.9% |
| YTD | +7.8% | +38.5% | -30.7% | -8.7% |
| 1Y | +25.4% | +35.0% | -9.6% | +7.2% |
| 3Y | +217.3% | +126.5% | +90.9% | +99.0% |
| 5Y | +132.9% | +315.4% | -182.5% | +0.8% |
| 10Y | +101.1% | +1,272.1% | -1,171.0% | -49.3% |
| All | +101.1% | +1,356.2% | -1,255.1% | -49.3% |
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