+69.4%
USAR vs XPO
+202.9%
-133.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.1% | -0.3% | -3.1% |
| 7D | -4.4% | -0.9% | -3.5% | -4.3% |
| 30D | -10.4% | -8.1% | -2.3% | -9.7% |
| 3M | -18.4% | -19.0% | +0.7% | -16.9% |
| 6M | -8.8% | -5.2% | -3.6% | -8.2% |
| YTD | +43.4% | +35.6% | +7.8% | +45.3% |
| 1Y | +21.0% | +41.1% | -20.1% | +23.1% |
| 3Y | +67.7% | +157.9% | -90.2% | +75.5% |
| All | +69.4% | +202.9% | -133.5% | +76.9% |
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