+20.6%
CDW vs XPO
+33.2%
-12.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.1% | +2.8% | +2.9% |
| 7D | +13.1% | -1.5% | +14.6% | +13.4% |
| 30D | +19.1% | +2.6% | +16.5% | +18.1% |
| 3M | +24.7% | -6.1% | +30.9% | +26.5% |
| 6M | +63.4% | -8.0% | +71.3% | +66.3% |
| YTD | +26.3% | +38.5% | -12.2% | +11.8% |
| 1Y | +20.6% | +35.0% | -14.4% | +7.5% |
| All | +20.6% | +33.2% | -12.7% | +7.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling