-92.0%
UUUU vs XPO
+10,305.1%
-10,397.0%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | +0.4% |
| 7D | +1.8% | -0.9% | +2.7% | +2.0% |
| 30D | +1.8% | -8.1% | +9.9% | +4.3% |
| 3M | +1.3% | -19.0% | +20.3% | +7.4% |
| 6M | -26.8% | -5.2% | -21.6% | -26.1% |
| YTD | +0.1% | +35.6% | -35.5% | -9.9% |
| 1Y | +11.2% | +41.1% | -29.9% | -1.8% |
| 3Y | +97.7% | +157.9% | -60.2% | +37.6% |
| 5Y | +127.3% | +265.6% | -138.3% | +37.3% |
| 10Y | +532.6% | +1,516.8% | -984.2% | +135.5% |
| All | -92.0% | +10,305.1% | -10,397.0% | -98.3% |
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