-32.2%
CDE vs XPO
+9,839.2%
-9,871.3%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.1% | +4.7% | +2.1% |
| 7D | -2.0% | -0.9% | -1.0% | -1.9% |
| 30D | +15.7% | -8.1% | +23.8% | +17.0% |
| 3M | +30.5% | -19.0% | +49.6% | +34.5% |
| 6M | -7.4% | -5.2% | -2.2% | -6.9% |
| YTD | +17.9% | +35.6% | -17.7% | +12.7% |
| 1Y | +46.7% | +41.1% | +5.6% | +39.1% |
| 3Y | +851.3% | +157.9% | +693.4% | +716.8% |
| 5Y | +202.9% | +265.6% | -62.7% | +142.7% |
| 10Y | +58.2% | +1,516.8% | -1,458.6% | +6.5% |
| All | -32.2% | +9,839.2% | -9,871.3% | -58.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling