+73.2%
CVE vs XPO
+155.9%
-82.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.5% | -5.8% | -2.1% |
| 7D | +2.5% | +2.4% | +0.1% | +2.0% |
| 30D | +16.7% | -3.5% | +20.3% | +17.3% |
| 3M | +9.3% | -11.9% | +21.2% | +11.4% |
| 6M | +43.6% | -10.0% | +53.6% | +44.9% |
| YTD | +93.6% | +42.1% | +51.5% | +76.8% |
| 1Y | +98.8% | +47.6% | +51.2% | +78.9% |
| All | +73.2% | +155.9% | -82.7% | +42.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling