-97.3%
CDLX vs VOO
+238.4%
-335.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | +0.2% |
| 7D | -10.0% | +0.1% | -10.1% | -10.1% |
| 30D | -11.5% | +0.1% | -11.5% | -11.5% |
| 3M | -40.7% | +2.0% | -42.7% | -43.0% |
| 6M | -59.8% | +13.0% | -72.8% | -68.5% |
| YTD | -68.5% | +13.6% | -82.1% | -75.7% |
| 1Y | -60.7% | +20.1% | -80.8% | -71.9% |
| 3Y | -97.9% | +77.6% | -175.5% | -99.3% |
| 5Y | -99.6% | +82.4% | -182.1% | -99.9% |
| All | -97.3% | +238.4% | -335.7% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling