+58.9%
CPXR vs VOO
+28.4%
+30.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.1% | -0.5% |
| 7D | -4.0% | -0.8% | -3.2% | -2.7% |
| 30D | -4.7% | -1.1% | -3.7% | -2.8% |
| 3M | -0.6% | +3.9% | -4.5% | -6.6% |
| 6M | +12.1% | +13.6% | -1.6% | -7.2% |
| YTD | +16.8% | +12.7% | +4.1% | -1.7% |
| 1Y | +65.7% | +17.6% | +48.1% | +32.5% |
| All | +58.9% | +28.4% | +30.5% | +16.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling