-97.8%
CDLX vs VOO
+79.7%
-177.5%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | -1.2% |
| 7D | -24.7% | -0.9% | -23.7% | -24.0% |
| 30D | -26.3% | -2.3% | -24.0% | -24.1% |
| 3M | -56.7% | -1.2% | -55.5% | -56.5% |
| 6M | -74.7% | +3.3% | -78.0% | -76.9% |
| YTD | -85.7% | +12.3% | -98.0% | -89.2% |
| 1Y | -88.8% | +12.5% | -101.3% | -91.5% |
| All | -97.8% | +79.7% | -177.5% | -99.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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