+38.2%
DOV vs XPO
+151.2%
-113.0%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.8% |
| 7D | -1.9% | -1.3% | -0.6% | -1.6% |
| 30D | -9.9% | -10.4% | +0.5% | -7.3% |
| 3M | -12.1% | -15.7% | +3.6% | -8.3% |
| 6M | -10.4% | -6.3% | -4.1% | -9.4% |
| YTD | -3.3% | +34.2% | -37.5% | -11.3% |
| 1Y | +7.8% | +39.9% | -32.2% | -2.9% |
| All | +38.2% | +151.2% | -113.0% | +11.8% |
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