+108.5%
CIX vs VOO
+12.1%
+96.4%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.3% | -0.6% |
| 7D | +13.6% | +2.6% | +11.1% | +13.2% |
| 30D | +19.5% | -2.0% | +21.5% | +19.5% |
| 3M | +40.4% | -2.8% | +43.2% | +40.2% |
| 6M | +89.6% | +2.2% | +87.4% | +90.9% |
| YTD | +95.4% | +11.5% | +83.9% | +99.4% |
| 1Y | +108.5% | +13.5% | +95.0% | +116.1% |
| All | +108.5% | +12.1% | +96.4% | +116.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling