+58.8%
CXSE vs VOO
+325.3%
-266.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.4% | -0.2% |
| 7D | -3.1% | -0.8% | -2.3% | -2.5% |
| 30D | -6.8% | -1.1% | -5.7% | -6.0% |
| 3M | -6.8% | +3.9% | -10.7% | -9.5% |
| 6M | -7.5% | +13.6% | -21.1% | -16.1% |
| YTD | -9.4% | +12.7% | -22.1% | -17.4% |
| 1Y | -14.1% | +17.6% | -31.7% | -24.1% |
| 3Y | +24.4% | +77.3% | -52.9% | -21.3% |
| 5Y | -30.9% | +84.1% | -115.0% | -57.7% |
| All | +58.8% | +325.3% | -266.5% | -45.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling