+6,092.5%
URI vs XPO
+10,316.6%
-4,224.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.5% | -2.9% | +0.5% |
| 7D | -2.0% | +2.4% | -4.4% | -2.5% |
| 30D | -12.9% | -3.5% | -9.4% | -12.2% |
| 3M | -6.7% | -11.9% | +5.2% | -4.0% |
| 6M | +19.0% | -10.0% | +29.0% | +21.8% |
| YTD | +25.5% | +42.1% | -16.5% | +15.0% |
| 1Y | +5.5% | +47.6% | -42.1% | -4.4% |
| 3Y | +111.3% | +153.6% | -42.3% | +66.4% |
| 5Y | +198.6% | +266.5% | -68.0% | +111.4% |
| 10Y | +1,179.9% | +1,460.4% | -280.5% | +604.4% |
| All | +6,092.5% | +10,316.6% | -4,224.0% | +2,853.7% |
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 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