+6,372.8%
URI vs XPO
+9,445.4%
-3,072.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.9% | +1.1% |
| 7D | -9.8% | -6.7% | -3.1% | -8.2% |
| 30D | +1.7% | -1.9% | +3.6% | +2.2% |
| 3M | -9.1% | -9.9% | +0.8% | -6.8% |
| 6M | +9.9% | -16.4% | +26.2% | +14.4% |
| YTD | +31.2% | +30.2% | +1.0% | +22.7% |
| 1Y | +25.9% | +29.9% | -3.9% | +17.7% |
| 3Y | +147.4% | +122.6% | +24.7% | +101.1% |
| 5Y | +179.7% | +278.9% | -99.1% | +97.5% |
| 10Y | +1,419.5% | +1,375.3% | +44.2% | +750.1% |
| All | +6,372.8% | +9,445.4% | -3,072.5% | +3,051.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling