+1,157.2%
URI vs XPO
+1,450.2%
-293.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +1.3% |
| 7D | +2.5% | +2.7% | -0.2% | +1.2% |
| 30D | -12.5% | -6.2% | -6.4% | -10.0% |
| 3M | -6.2% | -15.4% | +9.2% | +1.0% |
| 6M | +25.9% | +0.7% | +25.1% | +24.6% |
| YTD | +26.2% | +39.8% | -13.6% | +6.2% |
| 1Y | +5.5% | +43.3% | -37.8% | -13.1% |
| 3Y | +125.0% | +166.0% | -41.1% | +29.9% |
| 5Y | +210.4% | +274.2% | -63.7% | +41.3% |
| 10Y | +1,157.2% | +1,429.0% | -271.9% | +184.3% |
| All | +1,157.2% | +1,450.2% | -293.0% | +184.3% |
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