+33.7%
XPO vs URA
-32.2%
+65.9%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.6% | -1.4% |
| 7D | +3.5% | -10.5% | +14.0% | +5.5% |
| 30D | +2.8% | -18.6% | +21.5% | +6.7% |
| 3M | -7.5% | -23.0% | +15.5% | -3.1% |
| 6M | -5.9% | -40.3% | +34.3% | +3.2% |
| YTD | +38.4% | -23.5% | +61.8% | +40.6% |
| 1Y | +33.7% | -31.1% | +64.8% | +38.6% |
| All | +33.7% | -32.2% | +65.9% | +38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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