+33.7%
XPO vs UEC
-46.3%
+80.0%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.9% | +3.3% | -1.1% |
| 7D | +3.5% | -13.8% | +17.3% | +5.0% |
| 30D | +2.8% | -23.1% | +25.9% | +5.3% |
| 3M | -7.5% | -31.5% | +24.0% | -4.3% |
| 6M | -5.9% | -51.5% | +45.5% | -0.2% |
| YTD | +38.4% | -38.4% | +76.8% | +41.2% |
| 1Y | +33.7% | -44.7% | +78.4% | +35.9% |
| All | +33.7% | -46.3% | +80.0% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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