+75.4%
USAR vs XPO
+212.4%
-137.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +0.4% |
| 7D | +2.3% | +2.7% | -0.4% | +2.1% |
| 30D | -8.6% | -6.2% | -2.5% | -8.1% |
| 3M | -20.5% | -15.4% | -5.1% | -19.4% |
| 6M | +1.2% | +0.7% | +0.5% | +1.5% |
| YTD | +48.4% | +39.8% | +8.6% | +49.9% |
| 1Y | +30.6% | +43.3% | -12.7% | +32.4% |
| 3Y | +73.6% | +166.0% | -92.4% | +81.1% |
| All | +75.4% | +212.4% | -137.1% | +82.6% |
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