-29.8%
DASH vs XPO
+313.2%
-343.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.1% |
| 7D | -4.1% | +6.9% | -10.9% | -6.9% |
| 30D | -10.6% | +4.1% | -14.7% | -12.2% |
| 3M | -18.8% | -9.7% | -9.0% | -15.6% |
| 6M | +11.2% | -3.8% | +15.0% | +10.8% |
| YTD | -23.8% | +38.8% | -62.6% | -37.8% |
| 1Y | -12.2% | +34.2% | -46.4% | -27.8% |
| 3Y | +97.3% | +126.9% | -29.6% | +6.5% |
| 5Y | -29.8% | +297.5% | -327.3% | -78.2% |
| All | -29.8% | +313.2% | -343.1% | -78.2% |
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 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