-64.2%
CDXS price history and return analytics
+229.8%
-294.0%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +0.6% |
| 7D | +0.7% | -1.1% | +1.8% | +2.6% |
| 30D | -8.1% | -1.0% | -7.1% | -6.4% |
| 3M | -39.0% | +3.2% | -42.2% | -42.3% |
| 6M | +15.7% | +12.5% | +3.3% | -5.0% |
| YTD | -9.8% | +14.1% | -23.9% | -27.6% |
| 1Y | -39.8% | +18.9% | -58.7% | -54.6% |
| 3Y | -16.5% | +74.1% | -90.6% | -63.8% |
| 5Y | -94.5% | +66.9% | -161.4% | -97.3% |
| All | -64.2% | +229.8% | -294.0% | -91.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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