+1,182.4%
URI vs XPO
+1,356.2%
-173.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | -6.0% | -1.5% | -4.4% | -5.1% |
| 30D | +4.6% | +2.6% | +2.0% | +3.4% |
| 3M | -2.7% | -6.1% | +3.4% | 0.0% |
| 6M | +18.4% | -8.0% | +26.3% | +22.2% |
| YTD | +37.4% | +38.5% | -1.1% | +16.0% |
| 1Y | +30.4% | +35.0% | -4.7% | +11.1% |
| 3Y | +147.9% | +126.5% | +21.4% | +55.6% |
| 5Y | +202.1% | +315.4% | -113.4% | +31.2% |
| 10Y | +1,182.4% | +1,272.1% | -89.7% | +235.0% |
| All | +1,182.4% | +1,356.2% | -173.8% | +235.0% |
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