+279.5%
UNP vs XPO
+1,517.7%
-1,238.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.6% |
| 7D | -1.2% | -1.3% | +0.2% | -0.9% |
| 30D | -2.0% | -10.4% | +8.4% | +0.8% |
| 3M | +7.5% | -15.7% | +23.2% | +12.1% |
| 6M | +15.3% | -6.3% | +21.7% | +16.5% |
| YTD | +25.4% | +34.2% | -8.7% | +14.5% |
| 1Y | +35.6% | +39.9% | -4.3% | +21.6% |
| 3Y | +44.1% | +155.2% | -111.1% | +4.6% |
| 5Y | +54.0% | +264.7% | -210.7% | -4.2% |
| All | +279.5% | +1,517.7% | -1,238.3% | +46.9% |
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