+1,151.9%
URI vs XPO
+1,236.5%
-84.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | +9.3% | +6.9% | +2.5% | +6.1% |
| 30D | +7.6% | +4.1% | +3.5% | +5.6% |
| 3M | +1.0% | -9.7% | +10.8% | +5.8% |
| 6M | +19.8% | -3.8% | +23.6% | +21.3% |
| YTD | +41.9% | +38.8% | +3.1% | +19.8% |
| 1Y | +33.4% | +34.2% | -0.8% | +14.0% |
| 3Y | +156.0% | +126.9% | +29.1% | +60.6% |
| 5Y | +209.5% | +297.5% | -88.0% | +37.6% |
| All | +1,151.9% | +1,236.5% | -84.6% | +237.1% |
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