-19.9%
USAR vs XPO
+210.0%
-229.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.1% | -2.3% |
| 7D | +8.8% | +6.9% | +1.9% | +8.0% |
| 30D | -28.5% | +4.1% | -32.6% | -28.7% |
| 3M | -56.2% | -9.7% | -46.4% | -55.7% |
| 6M | -68.4% | -3.8% | -64.6% | -68.3% |
| YTD | -32.2% | +38.8% | -70.9% | -31.4% |
| 1Y | -52.3% | +34.2% | -86.5% | -51.8% |
| 3Y | -21.2% | +126.9% | -148.1% | -17.8% |
| All | -19.9% | +210.0% | -229.9% | -16.5% |
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