+10,149.8%
XPO vs UEC
+2.3%
+10,147.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.9% | +5.7% | +0.4% |
| 7D | +6.9% | +4.9% | +1.9% | +6.2% |
| 30D | +4.1% | -17.5% | +21.6% | +6.0% |
| 3M | -9.7% | -40.1% | +30.4% | -5.2% |
| 6M | -3.8% | -56.1% | +52.3% | +3.5% |
| YTD | +38.8% | -41.8% | +80.5% | +43.5% |
| 1Y | +34.2% | -44.8% | +79.0% | +39.0% |
| 3Y | +126.9% | +20.6% | +106.3% | +107.4% |
| 5Y | +297.5% | +24.3% | +273.2% | +246.3% |
| 10Y | +1,260.5% | +639.1% | +621.4% | +822.5% |
| All | +10,149.8% | +2.3% | +10,147.5% | +6,564.8% |
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