+75.9%
UBER vs XPO
+795.0%
-719.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.6% | -1.9% | -2.9% |
| 7D | -2.8% | +2.7% | -5.5% | -3.8% |
| 30D | -2.5% | -6.2% | +3.7% | -0.5% |
| 3M | +4.4% | -15.4% | +19.8% | +10.1% |
| 6M | -2.7% | +0.7% | -3.4% | -4.6% |
| YTD | -10.5% | +39.8% | -50.3% | -24.1% |
| 1Y | -22.5% | +43.3% | -65.8% | -35.8% |
| 3Y | +54.8% | +166.0% | -111.2% | -7.5% |
| 5Y | +82.5% | +274.2% | -191.7% | -13.0% |
| All | +75.9% | +795.0% | -719.1% | -42.8% |
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