+152.6%
XRT vs DPZ
+125.0%
+27.5%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | +2.5% | +3.7% | -1.2% | +1.4% |
| 30D | +10.3% | +8.0% | +2.3% | +7.9% |
| 3M | +2.4% | -4.2% | +6.6% | +3.4% |
| 6M | +10.0% | +4.6% | +5.4% | +8.0% |
| YTD | +9.5% | -18.4% | +28.0% | +15.0% |
| 1Y | +17.2% | -16.8% | +33.9% | +22.2% |
| 3Y | +62.0% | -5.0% | +67.0% | +60.3% |
| 5Y | -2.1% | -27.8% | +25.7% | +1.9% |
| 10Y | +152.6% | +121.1% | +31.5% | +113.2% |
| All | +152.6% | +125.0% | +27.5% | +113.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DPZ.
Daily Out/Under-Performance
Portfolio return minus DPZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DPZ 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 DPZ 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