-97.7%
CDLX vs VOO
+77.0%
-174.7%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.2% | -0.5% | +14.6% | +15.2% |
| 7D | +14.8% | -0.4% | +15.1% | +15.4% |
| 30D | +12.4% | -1.4% | +13.7% | +15.6% |
| 3M | -10.3% | +3.7% | -14.0% | -17.6% |
| 6M | -42.1% | +13.0% | -55.2% | -56.8% |
| YTD | -62.9% | +12.4% | -75.3% | -72.1% |
| 1Y | -56.4% | +18.6% | -75.0% | -69.9% |
| All | -97.7% | +77.0% | -174.7% | -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