+97.9%
CXDO vs VOO
+227.6%
-129.7%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | -0.6% |
| 7D | -4.8% | -0.8% | -4.1% | -4.1% |
| 30D | -11.6% | -1.1% | -10.5% | -10.6% |
| 3M | -22.2% | +3.9% | -26.1% | -24.7% |
| 6M | -15.8% | +13.6% | -29.4% | -24.3% |
| YTD | -11.6% | +12.7% | -24.3% | -19.8% |
| 1Y | -16.5% | +17.6% | -34.1% | -26.6% |
| 3Y | +135.4% | +77.3% | +58.1% | +56.7% |
| 5Y | -1.4% | +84.1% | -85.5% | -36.5% |
| All | +97.9% | +227.6% | -129.7% | -18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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