+113.0%
DAL vs XPO
+313.2%
-200.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.2% | -5.0% | -5.1% |
| 7D | +1.4% | +6.9% | -5.5% | -1.3% |
| 30D | +9.1% | +4.1% | +5.0% | +7.2% |
| 3M | -3.5% | -9.7% | +6.3% | +0.3% |
| 6M | +23.4% | -3.8% | +27.2% | +24.3% |
| YTD | +26.0% | +38.8% | -12.7% | +8.7% |
| 1Y | +44.6% | +34.2% | +10.4% | +26.2% |
| 3Y | +162.7% | +126.9% | +35.8% | +75.3% |
| 5Y | +113.0% | +297.5% | -184.5% | +8.6% |
| All | +113.0% | +313.2% | -200.2% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 5y: compounded portfolio wealth divided by compounded XPO 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…
5y analysis · Full analysis span regression · 6 months rolling