+57.7%
CVE vs XPO
+122.0%
-64.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.8% | -0.6% |
| 7D | -16.1% | -6.7% | -9.5% | -15.1% |
| 30D | -10.4% | -1.9% | -8.5% | -10.2% |
| 3M | -2.4% | -9.9% | +7.5% | -0.8% |
| 6M | -4.4% | -16.4% | +11.9% | -1.9% |
| YTD | +64.9% | +30.2% | +34.7% | +51.6% |
| 1Y | +66.0% | +29.9% | +36.1% | +52.4% |
| 3Y | +57.7% | +122.6% | -65.0% | +25.3% |
| All | +57.7% | +122.0% | -64.3% | +25.3% |
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