+10,394.9%
XPO vs UEC
+73.5%
+10,321.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.3% | +4.2% | +4.5% |
| 7D | +2.4% | -6.9% | +9.3% | +3.2% |
| 30D | -3.5% | +7.6% | -11.2% | -4.5% |
| 3M | -11.9% | -18.4% | +6.5% | -10.7% |
| 6M | -10.0% | -23.3% | +13.3% | -8.8% |
| YTD | +42.1% | -1.2% | +43.3% | +39.3% |
| 1Y | +47.6% | +2.3% | +45.3% | +42.5% |
| 3Y | +153.6% | +162.3% | -8.7% | +113.6% |
| 5Y | +266.5% | +287.2% | -20.7% | +184.3% |
| 10Y | +1,460.4% | +1,009.6% | +450.8% | +910.7% |
| All | +10,394.9% | +73.5% | +10,321.4% | +6,371.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling