-98.6%
CXAI vs VOO
+77.8%
-176.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.2% |
| 7D | -5.5% | +0.1% | -5.6% | -5.7% |
| 30D | -52.0% | +0.1% | -52.0% | -51.7% |
| 3M | -73.3% | +2.0% | -75.3% | -73.6% |
| 6M | -66.1% | +13.0% | -79.1% | -70.0% |
| YTD | -79.5% | +13.6% | -93.0% | -81.9% |
| 1Y | -89.4% | +20.1% | -109.5% | -91.0% |
| All | -98.6% | +77.8% | -176.4% | -99.4% |
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