+47.3%
CVX vs XPO
+151.2%
-103.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.4% |
| 7D | +0.7% | -1.3% | +2.0% | +0.8% |
| 30D | +9.1% | -10.4% | +19.5% | +10.2% |
| 3M | +13.1% | -15.7% | +28.8% | +14.7% |
| 6M | +16.3% | -6.3% | +22.6% | +16.2% |
| YTD | +43.5% | +34.2% | +9.3% | +36.3% |
| 1Y | +40.2% | +39.9% | +0.2% | +31.9% |
| All | +47.3% | +151.2% | -103.9% | +25.0% |
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