+49.7%
USHY vs XPO
+669.8%
-620.1%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -0.7% | -5.7% | +5.0% | -0.2% |
| 30D | -0.7% | -12.8% | +12.1% | +0.4% |
| 3M | +0.1% | -20.0% | +20.0% | +1.7% |
| 6M | +1.8% | -6.0% | +7.8% | +2.0% |
| YTD | +1.8% | +34.0% | -32.3% | -1.2% |
| 1Y | +3.3% | +35.6% | -32.3% | -0.1% |
| 3Y | +27.0% | +152.3% | -125.3% | +14.0% |
| 5Y | +21.0% | +264.4% | -243.3% | +2.3% |
| All | +49.7% | +669.8% | -620.1% | +15.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling