+523.7%
CIX price history and return analytics
+221.8%
+301.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.4% |
| 7D | +13.6% | +2.4% | +11.3% | +11.6% |
| 30D | +19.5% | -1.5% | +21.0% | +20.8% |
| 3M | +40.4% | -4.1% | +44.5% | +45.0% |
| 6M | +89.6% | +0.6% | +89.0% | +87.7% |
| YTD | +95.4% | +11.0% | +84.4% | +78.1% |
| 1Y | +108.5% | +13.3% | +95.2% | +86.5% |
| 3Y | +175.8% | +73.4% | +102.4% | +80.8% |
| 5Y | +200.9% | +57.4% | +143.5% | +109.2% |
| All | +523.7% | +221.8% | +301.9% | +171.2% |
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