-18.0%
WU vs XPO
+38.8%
-56.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.6% | +7.1% | +5.6% |
| 7D | +8.2% | +3.5% | +4.7% | +7.7% |
| 30D | +8.0% | +2.8% | +5.2% | +7.6% |
| 3M | -6.6% | -7.5% | +0.8% | -5.8% |
| 6M | -23.3% | -5.9% | -17.3% | -23.0% |
| YTD | -22.4% | +38.4% | -60.8% | -30.8% |
| 1Y | -18.0% | +33.7% | -51.7% | -26.3% |
| All | -18.0% | +38.8% | -56.8% | -26.3% |
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 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