+1,451.6%
XPO vs UEC
+939.6%
+511.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.0% | +4.0% | -0.2% |
| 7D | -1.3% | -4.3% | +2.9% | -0.6% |
| 30D | -10.4% | -3.8% | -6.5% | -10.1% |
| 3M | -15.7% | +17.0% | -32.7% | -18.6% |
| 6M | -6.3% | -23.9% | +17.6% | -4.5% |
| YTD | +34.2% | -5.7% | +39.8% | +30.7% |
| 1Y | +39.9% | -12.5% | +52.5% | +35.4% |
| 3Y | +155.2% | +136.5% | +18.8% | +94.4% |
| 5Y | +264.7% | +243.3% | +21.4% | +139.0% |
| All | +1,451.6% | +939.6% | +511.9% | +595.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling