+423.4%
CXT vs VOO
+817.1%
-393.7%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.6% |
| 7D | +0.2% | +0.1% | +0.1% | +0.1% |
| 30D | -4.1% | +0.1% | -4.1% | -4.2% |
| 3M | +34.9% | +2.0% | +32.9% | +31.7% |
| 6M | +3.9% | +13.0% | -9.1% | -10.3% |
| YTD | +7.6% | +13.6% | -6.0% | -7.8% |
| 1Y | -17.7% | +20.1% | -37.8% | -34.0% |
| 3Y | -13.9% | +77.6% | -91.5% | -56.9% |
| 5Y | +58.8% | +82.4% | -23.6% | -23.6% |
| 10Y | +161.2% | +316.8% | -155.6% | -54.0% |
| All | +423.4% | +817.1% | -393.7% | -67.3% |
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