-53.2%
CXM vs VOO
+75.5%
-128.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.8% |
| 7D | -2.1% | -2.7% | +0.7% | +0.2% |
| 30D | +28.5% | -5.4% | +33.9% | +34.9% |
| 3M | +0.9% | -4.1% | +5.0% | +4.4% |
| 6M | +27.0% | +0.7% | +26.3% | +24.5% |
| YTD | -14.3% | +8.7% | -23.0% | -22.9% |
| 1Y | -11.3% | +11.0% | -22.3% | -22.2% |
| 3Y | -53.2% | +75.5% | -128.6% | -75.5% |
| All | -53.2% | +75.5% | -128.7% | -75.5% |
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 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