-62.3%
CXM vs VOO
+72.6%
-134.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.6% | +2.7% |
| 7D | +1.9% | +2.6% | -0.6% | -1.4% |
| 30D | +20.8% | -2.0% | +22.8% | +23.2% |
| 3M | -3.3% | -2.8% | -0.5% | -0.5% |
| 6M | +39.1% | +2.2% | +36.9% | +33.3% |
| YTD | -12.6% | +11.5% | -24.1% | -26.1% |
| 1Y | -6.8% | +13.5% | -20.3% | -23.3% |
| 3Y | -52.5% | +78.1% | -130.6% | -80.0% |
| All | -62.3% | +72.6% | -134.9% | -81.7% |
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