+5,050.6%
XPO vs URA
-31.1%
+5,081.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.8% | +3.7% | +4.2% |
| 7D | +2.4% | +1.1% | +1.3% | +2.0% |
| 30D | -3.5% | +7.4% | -10.9% | -6.3% |
| 3M | -11.9% | -8.4% | -3.5% | -10.0% |
| 6M | -10.0% | -12.7% | +2.8% | -7.2% |
| YTD | +42.1% | +7.8% | +34.3% | +32.8% |
| 1Y | +47.6% | +19.5% | +28.1% | +29.2% |
| 3Y | +153.6% | +116.4% | +37.2% | +63.9% |
| 5Y | +266.5% | +134.3% | +132.2% | +116.8% |
| 10Y | +1,460.4% | +359.3% | +1,101.2% | +538.3% |
| All | +5,050.6% | -31.1% | +5,081.7% | +3,303.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling