+615.4%
DIS vs XPO
+10,052.8%
-9,437.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +4.4% | -1.5% | +5.9% | +4.6% |
| 30D | +10.3% | +2.6% | +7.7% | +10.0% |
| 3M | +15.5% | -6.1% | +21.7% | +16.1% |
| 6M | +11.2% | -8.0% | +19.2% | +11.8% |
| YTD | +5.6% | +38.5% | -32.9% | +1.0% |
| 1Y | +7.7% | +35.0% | -27.3% | +3.3% |
| 3Y | +39.3% | +126.5% | -87.2% | +24.2% |
| 5Y | -29.5% | +315.4% | -344.9% | -42.1% |
| 10Y | +36.3% | +1,272.1% | -1,235.9% | +0.6% |
| All | +615.4% | +10,052.8% | -9,437.4% | +376.1% |
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 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