-28.5%
CSEX vs VOO
+13.0%
-41.5%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +4.6% |
| 7D | +41.9% | -0.4% | +42.3% | +45.8% |
| 30D | +7.2% | -1.4% | +8.6% | +18.5% |
| 3M | -33.3% | +3.7% | -37.0% | -43.3% |
| 6M | +6.0% | +13.0% | -7.0% | -39.6% |
| YTD | -23.1% | +12.4% | -35.5% | -55.9% |
| All | -28.5% | +13.0% | -41.5% | -63.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling