+68.1%
CIX vs VOO
+19.5%
+48.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.6% | +6.6% | +6.0% |
| 7D | +13.4% | +0.5% | +12.9% | +13.5% |
| 30D | +24.4% | -0.9% | +25.4% | +24.4% |
| 3M | +52.9% | +3.9% | +49.0% | +53.4% |
| 6M | +57.9% | +14.5% | +43.4% | +59.2% |
| YTD | +64.9% | +13.0% | +52.0% | +66.1% |
| 1Y | +68.1% | +19.4% | +48.7% | +60.8% |
| All | +68.1% | +19.5% | +48.6% | +60.8% |
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