+936.8%
DLTR vs XPO
+10,152.6%
-9,215.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.6% | -4.0% | -5.5% |
| 7D | -5.8% | +2.7% | -8.5% | -6.0% |
| 30D | -5.2% | -6.2% | +0.9% | -4.8% |
| 3M | +15.2% | -15.4% | +30.6% | +16.8% |
| 6M | +7.1% | +0.7% | +6.4% | +6.8% |
| YTD | +0.8% | +39.8% | -39.0% | -2.6% |
| 1Y | +24.8% | +43.3% | -18.5% | +20.1% |
| 3Y | +6.9% | +166.0% | -159.1% | -3.9% |
| 5Y | +33.2% | +274.2% | -240.9% | +14.3% |
| 10Y | +51.6% | +1,429.0% | -1,377.5% | +17.2% |
| All | +936.8% | +10,152.6% | -9,215.7% | +627.2% |
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 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