+7.4%
DASH vs XPO
+265.7%
-258.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +4.5% | -9.1% | -6.5% |
| 7D | -10.6% | +2.4% | -13.0% | -11.7% |
| 30D | +2.2% | -3.5% | +5.7% | +3.3% |
| 3M | +32.3% | -11.9% | +44.2% | +37.7% |
| 6M | +19.1% | -10.0% | +29.1% | +21.4% |
| YTD | -6.5% | +42.1% | -48.6% | -24.2% |
| 1Y | -14.9% | +47.6% | -62.5% | -33.4% |
| 3Y | +151.9% | +153.6% | -1.6% | +27.4% |
| All | +7.4% | +265.7% | -258.3% | -65.1% |
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