-5.1%
CXT vs VOO
+12.0%
-17.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.5% |
| 7D | -2.5% | -0.6% | -1.9% | -1.9% |
| 30D | +16.0% | -3.6% | +19.6% | +21.1% |
| 3M | +14.1% | -2.7% | +16.8% | +17.7% |
| 6M | +30.2% | +2.2% | +28.0% | +25.2% |
| YTD | +25.8% | +10.9% | +14.9% | +6.3% |
| 1Y | -5.1% | +11.3% | -16.4% | -20.1% |
| All | -5.1% | +12.0% | -17.1% | -20.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling