+1,059.4%
DOV vs XPO
+10,316.6%
-9,257.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.5% | -3.5% | +0.2% |
| 7D | -2.7% | +2.4% | -5.1% | -3.1% |
| 30D | -8.1% | -3.5% | -4.5% | -7.6% |
| 3M | -9.4% | -11.9% | +2.5% | -7.7% |
| 6M | -12.6% | -10.0% | -2.7% | -11.4% |
| YTD | -0.5% | +42.1% | -42.6% | -6.2% |
| 1Y | +9.2% | +47.6% | -38.3% | +1.9% |
| 3Y | +34.1% | +153.6% | -119.5% | +13.3% |
| 5Y | +17.3% | +266.5% | -249.3% | -8.3% |
| 10Y | +284.9% | +1,460.4% | -1,175.5% | +149.7% |
| All | +1,059.4% | +10,316.6% | -9,257.2% | +523.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling