+1,516.8%
XPO vs DAR
+364.6%
+1,152.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.3% |
| 7D | -0.9% | -0.2% | -0.8% | -1.0% |
| 30D | -8.1% | +7.4% | -15.5% | -11.5% |
| 3M | -19.0% | +15.7% | -34.7% | -25.1% |
| 6M | -5.2% | +30.0% | -35.2% | -17.6% |
| YTD | +35.6% | +87.5% | -52.0% | -1.0% |
| 1Y | +41.1% | +113.4% | -72.3% | -4.9% |
| 3Y | +157.9% | +15.3% | +142.6% | +122.0% |
| 5Y | +265.6% | -4.3% | +270.0% | +234.0% |
| 10Y | +1,516.8% | +380.2% | +1,136.7% | +460.6% |
| All | +1,516.8% | +364.6% | +1,152.2% | +460.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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