+2,519.4%
DHR vs XPO
+10,152.6%
-7,633.2%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -1.0% |
| 7D | -0.8% | +2.7% | -3.5% | -1.1% |
| 30D | +0.2% | -6.2% | +6.4% | +0.8% |
| 3M | +12.1% | -15.4% | +27.5% | +13.6% |
| 6M | +5.4% | +0.7% | +4.7% | +5.0% |
| YTD | -10.0% | +39.8% | -49.8% | -13.2% |
| 1Y | +4.1% | +43.3% | -39.2% | -0.1% |
| 3Y | -5.2% | +166.0% | -171.2% | -14.9% |
| 5Y | -28.2% | +274.2% | -302.4% | -38.5% |
| 10Y | +208.4% | +1,429.0% | -1,220.6% | +137.0% |
| All | +2,519.4% | +10,152.6% | -7,633.2% | +1,755.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling