+45.1%
CX vs VOO
+325.3%
-280.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | -0.8% |
| 7D | -3.1% | -0.8% | -2.3% | -2.1% |
| 30D | -4.9% | -1.1% | -3.8% | -3.5% |
| 3M | -15.6% | +3.9% | -19.5% | -19.7% |
| 6M | +1.0% | +13.6% | -12.6% | -13.7% |
| YTD | -6.5% | +12.7% | -19.2% | -19.1% |
| 1Y | +13.2% | +17.6% | -4.4% | -7.3% |
| 3Y | +54.9% | +77.3% | -22.4% | -25.7% |
| 5Y | +41.9% | +84.1% | -42.3% | -33.9% |
| All | +45.1% | +325.3% | -280.1% | -78.9% |
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