+520.1%
CIX price history and return analytics
+220.7%
+299.4%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -0.5% | +9.1% | +9.0% |
| 7D | +24.7% | -0.1% | +24.9% | +24.8% |
| 30D | +12.3% | -3.1% | +15.4% | +14.9% |
| 3M | +46.9% | -3.5% | +50.4% | +50.9% |
| 6M | +89.6% | +0.5% | +89.1% | +87.9% |
| YTD | +95.9% | +10.8% | +85.2% | +78.9% |
| 1Y | +112.3% | +11.9% | +100.4% | +91.8% |
| 3Y | +172.0% | +73.0% | +99.0% | +78.7% |
| 5Y | +194.9% | +58.6% | +136.3% | +103.9% |
| All | +520.1% | +220.7% | +299.4% | +163.7% |
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