+88.0%
UUUU vs XPO
+261.6%
-173.6%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -1.0% | -5.3% | -6.0% |
| 7D | -5.0% | -1.3% | -3.7% | -4.6% |
| 30D | -7.8% | -10.4% | +2.6% | -4.2% |
| 3M | -0.4% | -15.7% | +15.2% | +5.4% |
| 6M | -32.9% | -6.3% | -26.6% | -32.0% |
| YTD | -6.3% | +34.2% | -40.4% | -17.2% |
| 1Y | +7.9% | +39.9% | -32.0% | -7.3% |
| 3Y | +85.2% | +155.2% | -70.0% | +10.7% |
| All | +88.0% | +261.6% | -173.6% | -25.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling