+130.0%
CVX vs XPO
+306.2%
-176.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.2% | -0.6% | +1.4% |
| 7D | +3.4% | +9.0% | -5.5% | +2.5% |
| 30D | -1.0% | +4.2% | -5.1% | -1.5% |
| 3M | +12.2% | -8.7% | +20.8% | +13.1% |
| 6M | +20.3% | -2.8% | +23.1% | +20.2% |
| YTD | +48.3% | +41.9% | +6.4% | +40.3% |
| 1Y | +46.9% | +42.3% | +4.6% | +38.8% |
| 3Y | +73.1% | +127.3% | -54.1% | +50.8% |
| All | +130.0% | +306.2% | -176.2% | +76.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling