+135.0%
CXDO vs VOO
+75.9%
+59.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -0.9% | -0.4% |
| 7D | -3.5% | -2.0% | -1.6% | +0.4% |
| 30D | -11.2% | -1.7% | -9.5% | -8.1% |
| 3M | -17.7% | +4.7% | -22.5% | -24.6% |
| 6M | -16.4% | +12.6% | -29.0% | -32.5% |
| YTD | -11.7% | +11.8% | -23.5% | -27.7% |
| 1Y | -11.1% | +17.5% | -28.6% | -33.3% |
| All | +135.0% | +75.9% | +59.1% | -13.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling