+72.4%
UBER vs XPO
+757.9%
-685.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | -5.4% | -5.7% | +0.3% | -3.3% |
| 30D | -4.9% | -12.8% | +7.9% | -0.2% |
| 3M | +3.0% | -20.0% | +23.0% | +11.1% |
| 6M | -4.4% | -6.0% | +1.6% | -3.8% |
| YTD | -12.3% | +34.0% | -46.3% | -24.4% |
| 1Y | -24.3% | +35.6% | -59.9% | -35.9% |
| 3Y | +46.4% | +152.3% | -105.8% | -10.7% |
| 5Y | +79.7% | +264.4% | -184.7% | -13.5% |
| All | +72.4% | +757.9% | -685.5% | -43.0% |
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