+329.1%
DOV vs XPO
+1,266.4%
-937.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -2.0% | -0.5% |
| 7D | +3.0% | +9.0% | -6.0% | +0.3% |
| 30D | +8.6% | +4.2% | +4.4% | +7.1% |
| 3M | +1.9% | -8.7% | +10.5% | +4.4% |
| 6M | -1.7% | -2.8% | +1.1% | -1.6% |
| YTD | +8.3% | +41.9% | -33.5% | -4.2% |
| 1Y | +16.6% | +42.3% | -25.8% | +2.7% |
| 3Y | +65.1% | +127.3% | -62.1% | +19.5% |
| 5Y | +29.2% | +306.4% | -277.2% | -27.3% |
| All | +329.1% | +1,266.4% | -937.3% | +59.0% |
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