+50.4%
USHY vs XPO
+678.5%
-628.1%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.9% | +0.1% |
| 7D | -0.1% | -0.9% | +0.8% | -0.1% |
| 30D | 0.0% | -8.1% | +8.0% | +0.6% |
| 3M | +0.8% | -19.0% | +19.9% | +2.4% |
| 6M | +1.9% | -5.2% | +7.1% | +2.0% |
| YTD | +2.3% | +35.6% | -33.3% | -0.8% |
| 1Y | +4.1% | +41.1% | -37.0% | +0.4% |
| 3Y | +27.8% | +157.9% | -130.1% | +14.5% |
| 5Y | +21.5% | +265.6% | -244.1% | +2.7% |
| All | +50.4% | +678.5% | -628.1% | +16.3% |
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