-23.8%
WU vs XPO
+10,979.4%
-11,003.2%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.6% | -0.9% | -2.3% |
| 7D | -0.8% | +2.7% | -3.5% | -1.3% |
| 30D | -1.1% | -6.2% | +5.1% | -0.2% |
| 3M | -1.8% | -15.4% | +13.6% | +0.5% |
| 6M | -23.9% | +0.7% | -24.7% | -24.5% |
| YTD | -20.4% | +39.8% | -60.2% | -25.3% |
| 1Y | -10.6% | +43.3% | -53.9% | -16.7% |
| 3Y | -27.7% | +166.0% | -193.8% | -40.9% |
| 5Y | -51.1% | +274.2% | -325.3% | -63.4% |
| 10Y | -40.7% | +1,429.0% | -1,469.8% | -65.3% |
| All | -23.8% | +10,979.4% | -11,003.2% | -67.2% |
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