+94.2%
DOCU vs XPO
+129.7%
-35.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.3% | -6.1% | -1.1% |
| 7D | -4.8% | -1.9% | -2.9% | -4.4% |
| 30D | +9.4% | +2.5% | +6.9% | +8.7% |
| 3M | +29.0% | -7.2% | +36.2% | +30.7% |
| 6M | +62.3% | -8.1% | +70.4% | +64.2% |
| YTD | +13.7% | +38.3% | -24.7% | +2.2% |
| 1Y | +11.5% | +33.6% | -22.0% | +1.0% |
| 3Y | +94.2% | +133.1% | -38.9% | +50.5% |
| All | +94.2% | +129.7% | -35.5% | +50.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling