+532.0%
DIS vs XPO
+10,316.6%
-9,784.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.5% | -6.2% | -2.2% |
| 7D | -2.6% | +2.4% | -5.0% | -2.9% |
| 30D | +3.5% | -3.5% | +7.0% | +3.8% |
| 3M | +6.8% | -11.9% | +18.8% | +8.1% |
| 6M | +3.0% | -10.0% | +12.9% | +3.8% |
| YTD | -6.7% | +42.1% | -48.8% | -11.0% |
| 1Y | -10.1% | +47.6% | -57.7% | -14.7% |
| 3Y | +33.0% | +153.6% | -120.5% | +17.1% |
| 5Y | -40.0% | +266.5% | -306.5% | -50.2% |
| 10Y | +21.1% | +1,460.4% | -1,439.4% | -11.4% |
| All | +532.0% | +10,316.6% | -9,784.6% | +319.8% |
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