+265.6%
XPO vs UEC
+289.3%
-23.6%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.4% | -0.6% | -2.7% |
| 7D | -0.9% | -0.2% | -0.8% | -0.9% |
| 30D | -8.1% | +1.9% | -10.0% | -8.7% |
| 3M | -19.0% | +8.9% | -28.0% | -20.9% |
| 6M | -5.2% | -14.5% | +9.3% | -5.2% |
| YTD | +35.6% | -0.7% | +36.3% | +30.9% |
| 1Y | +41.1% | -4.1% | +45.2% | +34.1% |
| 3Y | +157.9% | +148.9% | +9.0% | +90.8% |
| 5Y | +265.6% | +300.0% | -34.4% | +140.4% |
| All | +265.6% | +289.3% | -23.6% | +140.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling