-57.8%
UUUU vs XPO
+38.8%
-96.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.4% |
| 7D | -14.4% | +3.5% | -17.9% | -15.3% |
| 30D | -33.6% | +2.8% | -36.5% | -34.2% |
| 3M | -44.2% | -7.5% | -36.7% | -43.1% |
| 6M | -66.8% | -5.9% | -60.8% | -66.5% |
| YTD | -50.6% | +38.4% | -89.0% | -49.7% |
| 1Y | -57.8% | +33.7% | -91.5% | -57.0% |
| All | -57.8% | +38.8% | -96.6% | -57.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling