+70.5%
DOCN vs XPO
+332.0%
-261.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.3% | +2.3% | +2.4% |
| 7D | -19.2% | -6.7% | -12.5% | -15.7% |
| 30D | -43.1% | -1.9% | -41.2% | -42.5% |
| 3M | -40.7% | -9.9% | -30.8% | -37.4% |
| 6M | -55.0% | -16.4% | -38.6% | -50.9% |
| YTD | +50.6% | +30.2% | +20.4% | +28.4% |
| 1Y | +54.0% | +29.9% | +24.1% | +30.7% |
| 3Y | +203.9% | +122.6% | +81.3% | +75.9% |
| 5Y | -29.4% | +278.9% | -308.3% | -74.1% |
| All | +70.5% | +332.0% | -261.4% | -40.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling