+13.7%
DOCU vs XPO
+38.8%
-25.1%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.3% |
| 7D | -3.7% | +3.5% | -7.2% | -3.9% |
| 30D | +15.0% | +2.8% | +12.1% | +14.8% |
| 3M | +39.9% | -7.5% | +47.4% | +40.1% |
| 6M | +66.2% | -5.9% | +72.1% | +66.5% |
| YTD | +17.7% | +38.4% | -20.7% | +14.8% |
| 1Y | +13.7% | +33.7% | -20.0% | +11.3% |
| All | +13.7% | +38.8% | -25.1% | +11.3% |
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