+101.7%
DOCU vs XPO
+465.3%
-363.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | +1.6% | +6.9% | -5.3% | -0.5% |
| 30D | +10.8% | +4.1% | +6.7% | +9.3% |
| 3M | +38.0% | -9.7% | +47.7% | +41.8% |
| 6M | +77.4% | -3.8% | +81.2% | +77.8% |
| YTD | +17.2% | +38.8% | -21.6% | +2.2% |
| 1Y | +15.6% | +34.2% | -18.7% | +1.7% |
| 3Y | +95.6% | +126.9% | -31.3% | +36.7% |
| 5Y | -69.7% | +297.5% | -367.2% | -83.5% |
| All | +101.7% | +465.3% | -363.6% | +15.7% |
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