+278.9%
UNP vs XPO
+1,266.4%
-987.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.8% | -1.2% |
| 7D | +4.2% | +9.0% | -4.7% | +1.9% |
| 30D | +5.6% | +4.2% | +1.4% | +4.4% |
| 3M | +2.0% | -8.7% | +10.7% | +4.2% |
| 6M | +15.4% | -2.8% | +18.2% | +15.6% |
| YTD | +32.7% | +41.9% | -9.1% | +19.3% |
| 1Y | +39.4% | +42.3% | -2.9% | +24.9% |
| 3Y | +54.3% | +127.3% | -73.0% | +16.3% |
| 5Y | +39.6% | +306.4% | -266.8% | -15.5% |
| All | +278.9% | +1,266.4% | -987.5% | +57.3% |
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 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