+319.5%
DRI vs XPO
+1,266.4%
-946.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.2% | -1.9% | -0.3% |
| 7D | +1.1% | +9.0% | -7.9% | -1.4% |
| 30D | +9.7% | +4.2% | +5.5% | +8.2% |
| 3M | +3.2% | -8.7% | +11.8% | +5.5% |
| 6M | +20.6% | -2.8% | +23.3% | +20.3% |
| YTD | +28.3% | +41.9% | -13.6% | +13.4% |
| 1Y | +34.5% | +42.3% | -7.8% | +18.5% |
| 3Y | +66.5% | +127.3% | -60.7% | +18.6% |
| 5Y | +79.6% | +306.4% | -226.7% | -2.1% |
| All | +319.5% | +1,266.4% | -946.9% | +59.2% |
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