-5.9%
DASH vs XPO
+348.0%
-353.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.2% |
| 7D | -10.2% | +0.5% | -10.7% | -10.4% |
| 30D | -8.2% | +4.7% | -12.9% | -10.1% |
| 3M | -15.9% | -7.1% | -8.8% | -13.7% |
| 6M | +13.3% | -6.3% | +19.6% | +14.2% |
| YTD | -21.3% | +39.1% | -60.4% | -35.8% |
| 1Y | -11.1% | +36.7% | -47.8% | -27.6% |
| 3Y | +103.8% | +127.4% | -23.6% | +11.7% |
| 5Y | -21.6% | +315.0% | -336.6% | -74.3% |
| All | -5.9% | +348.0% | -353.9% | -72.2% |
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