+47.6%
XPO vs URA
+17.2%
+30.3%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.8% | +3.7% | +4.4% |
| 7D | +2.4% | +1.1% | +1.3% | +2.2% |
| 30D | -3.5% | +7.4% | -10.9% | -4.6% |
| 3M | -11.9% | -8.4% | -3.5% | -11.0% |
| 6M | -10.0% | -12.7% | +2.8% | -9.2% |
| YTD | +42.1% | +7.8% | +34.3% | +39.5% |
| 1Y | +47.6% | +19.5% | +28.1% | +37.1% |
| All | +47.6% | +17.2% | +30.3% | +37.1% |
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