+206.7%
UAL vs XPO
+122.0%
+84.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.3% | +1.8% | +1.9% |
| 7D | +8.2% | -6.7% | +14.8% | +11.5% |
| 30D | +2.3% | -1.9% | +4.2% | +3.1% |
| 3M | -12.7% | -9.9% | -2.8% | -8.8% |
| 6M | +12.7% | -16.4% | +29.1% | +21.2% |
| YTD | +0.8% | +30.2% | -29.4% | -10.5% |
| 1Y | +17.8% | +29.9% | -12.1% | +4.4% |
| 3Y | +206.7% | +122.6% | +84.1% | +122.7% |
| All | +206.7% | +122.0% | +84.7% | +122.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling