-66.4%
CXM vs VOO
+95.4%
-161.8%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +6.3% |
| 6M | -0.5% | +13.0% | -13.5% | -16.8% |
| 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% | -83.6% |
| 5Y | -61.6% | +82.4% | -144.0% | -83.1% |
| All | -66.4% | +95.4% | -161.8% | -87.9% |
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