+468.0%
UUUU vs XPO
+1,516.3%
-1,048.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.1% | -4.9% | -5.0% |
| 7D | -10.5% | -5.7% | -4.8% | -8.8% |
| 30D | -10.5% | -12.8% | +2.3% | -6.4% |
| 3M | -14.1% | -20.0% | +5.8% | -8.1% |
| 6M | -35.5% | -6.0% | -29.4% | -34.7% |
| YTD | -10.9% | +34.0% | -45.0% | -20.4% |
| 1Y | +3.4% | +35.6% | -32.2% | -8.8% |
| 3Y | +73.1% | +152.3% | -79.2% | +15.0% |
| 5Y | +87.1% | +264.4% | -177.2% | +1.8% |
| All | +468.0% | +1,516.3% | -1,048.3% | +197.6% |
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 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