+5.5%
URI vs XPO
+45.2%
-39.8%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +1.2% |
| 7D | +2.5% | +2.7% | -0.2% | +1.3% |
| 30D | -12.5% | -6.2% | -6.4% | -10.2% |
| 3M | -6.2% | -15.4% | +9.2% | +0.3% |
| 6M | +25.9% | +0.7% | +25.1% | +25.4% |
| YTD | +26.2% | +39.8% | -13.6% | +11.2% |
| 1Y | +5.5% | +43.3% | -37.8% | -7.7% |
| All | +5.5% | +45.2% | -39.8% | -7.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling