+4,920.2%
XPO vs URA
-50.4%
+4,970.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.5% | +3.9% | +5.4% |
| 7D | -1.5% | +0.3% | -1.8% | -1.6% |
| 30D | +2.6% | -14.8% | +17.4% | +8.6% |
| 3M | -6.1% | -25.3% | +19.2% | +3.9% |
| 6M | -8.0% | -39.9% | +32.0% | +9.2% |
| YTD | +38.5% | -22.4% | +60.9% | +45.5% |
| 1Y | +35.0% | -29.0% | +64.0% | +46.0% |
| 3Y | +126.5% | +41.0% | +85.5% | +72.6% |
| 5Y | +315.4% | +38.3% | +277.1% | +207.5% |
| 10Y | +1,272.1% | +276.1% | +996.1% | +498.7% |
| All | +4,920.2% | -50.4% | +4,970.6% | +3,630.0% |
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 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