+3,049.6%
UNP vs XPO
+10,316.6%
-7,267.0%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.5% | -4.3% | -0.5% |
| 7D | -5.3% | +2.4% | -7.8% | -5.7% |
| 30D | -1.5% | -3.5% | +2.0% | -1.1% |
| 3M | +10.3% | -11.9% | +22.2% | +12.0% |
| 6M | +9.7% | -10.0% | +19.6% | +10.9% |
| YTD | +27.1% | +42.1% | -15.0% | +20.5% |
| 1Y | +32.6% | +47.6% | -15.0% | +24.7% |
| 3Y | +40.0% | +153.6% | -113.6% | +20.3% |
| 5Y | +50.8% | +266.5% | -215.7% | +20.8% |
| 10Y | +278.6% | +1,460.4% | -1,181.8% | +155.5% |
| All | +3,049.6% | +10,316.6% | -7,267.0% | +1,742.3% |
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 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