+122.6%
XPO vs URA
+36.0%
+86.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.4% | -4.1% | -0.7% |
| 7D | -6.7% | -4.1% | -2.5% | -5.8% |
| 30D | -1.9% | -19.0% | +17.1% | +2.6% |
| 3M | -9.9% | -25.1% | +15.3% | -4.3% |
| 6M | -16.4% | -44.5% | +28.1% | -5.4% |
| YTD | +30.2% | -24.3% | +54.5% | +34.7% |
| 1Y | +29.9% | -28.1% | +58.0% | +35.6% |
| 3Y | +122.6% | +40.7% | +82.0% | +73.0% |
| All | +122.6% | +36.0% | +86.7% | +73.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling