+9.7%
DLR vs XPO
+38.9%
-29.2%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -0.9% | -1.8% |
| 7D | -1.3% | -1.3% | 0.0% | -1.1% |
| 30D | -2.9% | -10.4% | +7.5% | -1.5% |
| 3M | +3.2% | -15.7% | +18.9% | +5.2% |
| 6M | +3.9% | -6.3% | +10.2% | +4.2% |
| YTD | +21.4% | +34.2% | -12.7% | +16.3% |
| 1Y | +9.7% | +39.9% | -30.3% | +4.0% |
| All | +9.7% | +38.9% | -29.2% | +4.0% |
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