+29.2%
CB vs XPO
+33.2%
-4.0%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | +0.7% | -1.5% | +2.2% | +0.7% |
| 30D | +8.2% | +2.6% | +5.6% | +8.2% |
| 3M | +6.3% | -6.1% | +12.4% | +6.4% |
| 6M | +16.2% | -8.0% | +24.2% | +16.1% |
| YTD | +19.3% | +38.5% | -19.1% | +19.1% |
| 1Y | +29.2% | +35.0% | -5.8% | +28.5% |
| All | +29.2% | +33.2% | -4.0% | +28.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling