+203.4%
URI vs XPO
+265.7%
-62.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.5% | -2.9% | -0.3% |
| 7D | -2.0% | +2.4% | -4.4% | -3.0% |
| 30D | -12.9% | -3.5% | -9.4% | -11.7% |
| 3M | -6.7% | -11.9% | +5.2% | -1.9% |
| 6M | +19.0% | -10.0% | +29.0% | +23.6% |
| YTD | +25.5% | +42.1% | -16.5% | +6.6% |
| 1Y | +5.5% | +47.6% | -42.1% | -12.5% |
| 3Y | +111.3% | +153.6% | -42.3% | +31.4% |
| All | +203.4% | +265.7% | -62.3% | +51.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling