+77.9%
DRI vs XPO
+311.4%
-233.5%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | +4.2% | -1.5% | +5.8% | +4.5% |
| 30D | +15.7% | +2.6% | +13.1% | +14.9% |
| 3M | +5.8% | -6.1% | +11.9% | +6.9% |
| 6M | +18.4% | -8.0% | +26.4% | +19.6% |
| YTD | +28.2% | +38.5% | -10.3% | +17.8% |
| 1Y | +35.9% | +35.0% | +0.9% | +25.3% |
| 3Y | +67.7% | +126.5% | -58.7% | +30.2% |
| 5Y | +77.9% | +315.4% | -237.5% | +8.4% |
| All | +77.9% | +311.4% | -233.5% | +8.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling