+251.3%
UAL vs XPO
+19,286.4%
-19,035.1%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.5% | -2.0% | +1.1% |
| 7D | +0.7% | +2.4% | -1.7% | -0.1% |
| 30D | -16.1% | -3.5% | -12.6% | -15.2% |
| 3M | +6.1% | -11.9% | +18.1% | +10.1% |
| 6M | +10.8% | -10.0% | +20.8% | +14.3% |
| YTD | -0.4% | +42.1% | -42.5% | -10.9% |
| 1Y | +5.0% | +47.6% | -42.6% | -7.7% |
| 3Y | +124.0% | +153.6% | -29.6% | +63.1% |
| 5Y | +141.0% | +266.5% | -125.5% | +51.9% |
| 10Y | +118.0% | +1,460.4% | -1,342.4% | -3.2% |
| All | +251.3% | +19,286.4% | -19,035.1% | +4.9% |
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