+1,925.0%
UNH vs XPO
+10,152.6%
-8,227.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.1% |
| 7D | +1.1% | +2.7% | -1.5% | +0.9% |
| 30D | -1.5% | -6.2% | +4.6% | -1.1% |
| 3M | -0.8% | -15.4% | +14.6% | +0.3% |
| 6M | +41.8% | +0.7% | +41.1% | +41.3% |
| YTD | +23.1% | +39.8% | -16.8% | +19.2% |
| 1Y | +28.5% | +43.3% | -14.8% | +24.1% |
| 3Y | -11.8% | +166.0% | -177.8% | -20.2% |
| 5Y | +5.3% | +274.2% | -268.8% | -9.0% |
| 10Y | +247.4% | +1,429.0% | -1,181.6% | +170.2% |
| All | +1,925.0% | +10,152.6% | -8,227.5% | +1,349.8% |
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