+240.3%
UMC vs XPO
+39.1%
+201.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.4% | +2.4% |
| 7D | +9.0% | -5.7% | +14.7% | +10.1% |
| 30D | +17.2% | -12.8% | +30.1% | +20.2% |
| 3M | +11.4% | -20.0% | +31.4% | +15.9% |
| 6M | +137.5% | -6.0% | +143.6% | +141.9% |
| YTD | +193.1% | +34.0% | +159.1% | +201.5% |
| 1Y | +240.3% | +35.6% | +204.7% | +249.8% |
| All | +240.3% | +39.1% | +201.2% | +249.8% |
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 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