+50.0%
UNP vs XPO
+271.9%
-221.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.1% |
| 7D | -0.7% | +2.7% | -3.4% | -1.3% |
| 30D | -1.1% | -6.2% | +5.0% | +0.1% |
| 3M | +7.9% | -15.4% | +23.3% | +11.6% |
| 6M | +14.6% | +0.7% | +13.9% | +13.9% |
| YTD | +26.6% | +39.8% | -13.3% | +16.7% |
| 1Y | +35.6% | +43.3% | -7.7% | +23.7% |
| 3Y | +45.5% | +166.0% | -120.5% | +12.8% |
| 5Y | +50.0% | +274.2% | -224.2% | +3.7% |
| All | +50.0% | +271.9% | -221.9% | +3.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling