+71.8%
CB vs XPO
+122.0%
-50.2%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.0% | -1.8% |
| 7D | +0.2% | -6.7% | +6.9% | +0.4% |
| 30D | +9.1% | -1.9% | +10.9% | +9.1% |
| 3M | +3.4% | -9.9% | +13.3% | +3.7% |
| 6M | +14.1% | -16.4% | +30.5% | +14.5% |
| YTD | +18.0% | +30.2% | -12.2% | +16.8% |
| 1Y | +30.1% | +29.9% | +0.3% | +28.7% |
| 3Y | +71.8% | +122.6% | -50.9% | +62.4% |
| All | +71.8% | +122.0% | -50.2% | +62.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling