+560.2%
DXPE price history and return analytics
+346.0%
+214.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.2% | +5.6% | +5.6% |
| 7D | -19.4% | -2.3% | -17.0% | -16.5% |
| 30D | -21.8% | -5.0% | -16.8% | -15.8% |
| 3M | -29.0% | -4.9% | -24.1% | -23.6% |
| 6M | -22.5% | -1.5% | -21.0% | -19.8% |
| YTD | +28.1% | +8.5% | +19.7% | +16.8% |
| 1Y | +40.2% | +11.4% | +28.8% | +23.7% |
| 3Y | +321.8% | +70.1% | +251.8% | +118.0% |
| 5Y | +298.2% | +53.7% | +244.5% | +130.2% |
| 10Y | +575.7% | +220.0% | +355.7% | +64.8% |
| All | +560.2% | +346.0% | +214.1% | +5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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