-99.3%
CXAI vs VOO
+117.3%
-216.7%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | 0.0% |
| 7D | -5.5% | +0.1% | -5.6% | -5.7% |
| 30D | -52.0% | +0.1% | -52.0% | -51.8% |
| 3M | -73.3% | +2.0% | -75.3% | -73.5% |
| 6M | -66.1% | +13.0% | -79.1% | -68.7% |
| YTD | -79.5% | +13.6% | -93.0% | -81.1% |
| 1Y | -89.4% | +20.1% | -109.5% | -90.5% |
| 3Y | -97.8% | +77.6% | -175.4% | -98.4% |
| 5Y | -99.3% | +82.4% | -181.8% | -99.5% |
| All | -99.3% | +117.3% | -216.7% | -99.5% |
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