-32.9%
DOCN vs XPO
+296.5%
-329.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +6.3% | +1.8% | +4.6% |
| 7D | -12.8% | -1.9% | -10.9% | -11.3% |
| 30D | -41.9% | +2.5% | -44.4% | -42.7% |
| 3M | -36.9% | -7.2% | -29.7% | -34.4% |
| 6M | -52.2% | -8.1% | -44.2% | -50.4% |
| YTD | +62.7% | +38.3% | +24.4% | +33.2% |
| 1Y | +58.2% | +33.6% | +24.7% | +31.3% |
| 3Y | +219.5% | +133.1% | +86.4% | +73.8% |
| 5Y | -32.9% | +308.9% | -341.8% | -75.8% |
| All | -32.9% | +296.5% | -329.4% | -75.8% |
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