+70.7%
CPXR vs VOO
+28.7%
+42.0%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.6% | +3.7% | +4.1% |
| 7D | +8.0% | +0.5% | +7.5% | +7.0% |
| 30D | +2.9% | -0.9% | +3.8% | +4.6% |
| 3M | +8.6% | +3.9% | +4.7% | +2.1% |
| 6M | +23.9% | +14.5% | +9.3% | +1.2% |
| YTD | +25.5% | +13.0% | +12.5% | +5.1% |
| 1Y | +86.5% | +19.4% | +67.1% | +46.0% |
| All | +70.7% | +28.7% | +42.0% | +24.6% |
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