+238.3%
CXW vs VOO
+75.9%
+162.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.6% |
| 7D | +2.2% | -2.0% | +4.2% | +3.8% |
| 30D | +1.4% | -1.7% | +3.1% | +2.7% |
| 3M | +30.1% | +4.7% | +25.4% | +25.1% |
| 6M | +94.2% | +12.6% | +81.6% | +75.6% |
| YTD | +80.1% | +11.8% | +68.3% | +63.5% |
| 1Y | +69.3% | +17.5% | +51.7% | +47.2% |
| All | +238.3% | +75.9% | +162.4% | +112.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling