+92.1%
DOCU vs XPO
+122.0%
-29.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -1.9% | -1.7% |
| 7D | -5.5% | -6.7% | +1.1% | -4.2% |
| 30D | +12.6% | -1.9% | +14.5% | +13.0% |
| 3M | +36.4% | -9.9% | +46.3% | +39.2% |
| 6M | +66.8% | -16.4% | +83.2% | +72.2% |
| YTD | +13.5% | +30.2% | -16.7% | +3.4% |
| 1Y | +11.3% | +29.9% | -18.6% | +1.2% |
| 3Y | +92.1% | +122.6% | -30.6% | +46.8% |
| All | +92.1% | +122.0% | -29.9% | +46.8% |
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 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