+32.4%
DLTR vs XPO
+261.3%
-228.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -10.1% | -5.7% | -4.4% | -9.1% |
| 30D | -8.1% | -12.8% | +4.7% | -6.0% |
| 3M | +2.9% | -20.0% | +22.8% | +6.7% |
| 6M | +4.3% | -6.0% | +10.4% | +4.9% |
| YTD | -3.9% | +34.0% | -38.0% | -9.6% |
| 1Y | +18.9% | +35.6% | -16.7% | +11.3% |
| 3Y | +1.9% | +152.3% | -150.4% | -18.6% |
| All | +32.4% | +261.3% | -228.9% | -9.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling