+1.1%
UL vs XPO
+38.8%
-37.7%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.6% | +4.9% | +3.4% |
| 7D | +4.7% | +3.5% | +1.2% | +4.4% |
| 30D | +11.6% | +2.8% | +8.7% | +11.4% |
| 3M | +5.3% | -7.5% | +12.8% | +5.7% |
| 6M | +16.0% | -5.9% | +22.0% | +15.8% |
| YTD | +5.0% | +38.4% | -33.4% | -0.9% |
| 1Y | +1.1% | +33.7% | -32.6% | -4.3% |
| All | +1.1% | +38.8% | -37.7% | -4.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling