+54.3%
UNP vs XPO
+133.2%
-78.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.8% | -1.1% |
| 7D | +4.2% | +9.0% | -4.7% | +2.2% |
| 30D | +5.6% | +4.2% | +1.4% | +4.5% |
| 3M | +2.0% | -8.7% | +10.7% | +3.8% |
| 6M | +15.4% | -2.8% | +18.2% | +15.6% |
| YTD | +32.7% | +41.9% | -9.1% | +21.8% |
| 1Y | +39.4% | +42.3% | -2.9% | +27.6% |
| 3Y | +54.3% | +127.3% | -73.0% | +28.7% |
| All | +54.3% | +133.2% | -78.9% | +28.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling