+1,516.8%
XPO vs URA
+369.2%
+1,147.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.7% | -2.6% |
| 7D | -0.9% | +5.7% | -6.7% | -3.0% |
| 30D | -8.1% | +5.6% | -13.7% | -10.1% |
| 3M | -19.0% | +6.2% | -25.2% | -21.5% |
| 6M | -5.2% | -8.2% | +3.1% | -4.3% |
| YTD | +35.6% | +9.7% | +25.9% | +25.9% |
| 1Y | +41.1% | +17.0% | +24.1% | +24.5% |
| 3Y | +157.9% | +118.5% | +39.4% | +64.2% |
| 5Y | +265.6% | +134.3% | +131.3% | +111.8% |
| 10Y | +1,516.8% | +377.5% | +1,139.3% | +493.9% |
| All | +1,516.8% | +369.2% | +1,147.6% | +493.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling