-98.0%
CXAI vs VOO
+75.5%
-173.5%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.3% | +0.3% | +14.0% | +13.9% |
| 7D | +2.3% | -2.7% | +5.0% | +8.0% |
| 30D | -28.0% | -5.4% | -22.7% | -21.0% |
| 3M | -80.6% | -4.1% | -76.5% | -79.0% |
| 6M | -82.5% | +0.7% | -83.2% | -81.8% |
| YTD | -91.8% | +8.7% | -100.5% | -92.1% |
| 1Y | -95.6% | +11.0% | -106.5% | -95.8% |
| 3Y | -98.0% | +75.5% | -173.5% | -98.9% |
| All | -98.0% | +75.5% | -173.5% | -98.9% |
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 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