-4.5%
DASH vs XPO
+345.7%
-350.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.3% | -5.5% | -2.0% |
| 7D | -4.8% | -1.9% | -2.9% | -4.0% |
| 30D | -7.9% | +2.5% | -10.4% | -8.9% |
| 3M | -16.3% | -7.2% | -9.1% | -14.1% |
| 6M | +10.4% | -8.1% | +18.4% | +12.3% |
| YTD | -20.1% | +38.3% | -58.4% | -34.7% |
| 1Y | -11.4% | +33.6% | -45.0% | -27.0% |
| 3Y | +114.1% | +133.1% | -19.0% | +15.5% |
| 5Y | -5.8% | +308.9% | -314.7% | -68.9% |
| All | -4.5% | +345.7% | -350.2% | -71.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling