-64.1%
CXM vs VOO
+82.6%
-146.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.4% | -4.9% | -4.8% |
| 7D | -27.6% | +0.1% | -27.7% | -27.8% |
| 30D | -11.9% | +0.1% | -12.0% | -12.1% |
| 3M | +9.9% | +2.0% | +7.8% | +6.4% |
| 6M | -0.5% | +13.0% | -13.5% | -16.7% |
| YTD | -24.0% | +13.6% | -37.6% | -36.9% |
| 1Y | -24.5% | +20.1% | -44.6% | -42.2% |
| 3Y | -61.5% | +77.6% | -139.1% | -83.5% |
| All | -64.1% | +82.6% | -146.7% | -84.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling