+143.5%
CVE vs XPO
+1,289.5%
-1,145.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.4% | +2.3% | +2.5% |
| 7D | +0.1% | +0.5% | -0.4% | -0.2% |
| 30D | -10.8% | +4.7% | -15.5% | -12.4% |
| 3M | -4.3% | -7.1% | +2.7% | -2.7% |
| 6M | -1.5% | -6.3% | +4.8% | -0.8% |
| YTD | +70.7% | +39.1% | +31.7% | +48.1% |
| 1Y | +58.1% | +36.7% | +21.4% | +37.4% |
| 3Y | +69.8% | +127.4% | -57.6% | +15.8% |
| 5Y | +148.9% | +315.0% | -166.1% | +23.9% |
| 10Y | +143.5% | +1,263.5% | -1,119.9% | -6.9% |
| All | +143.5% | +1,289.5% | -1,145.9% | -6.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling