+2.8%
DIS vs XPO
+36.4%
-33.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.2% |
| 7D | +0.9% | +6.9% | -6.0% | +0.1% |
| 30D | +8.9% | +4.1% | +4.8% | +8.3% |
| 3M | +14.5% | -9.7% | +24.3% | +15.9% |
| 6M | +12.2% | -3.8% | +16.0% | +11.9% |
| YTD | +4.7% | +38.8% | -34.0% | -2.1% |
| 1Y | +2.8% | +34.2% | -31.4% | -3.2% |
| All | +2.8% | +36.4% | -33.6% | -3.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling