+172.0%
CIX price history and return analytics
+74.4%
+97.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -0.5% | +9.1% | +9.1% |
| 7D | +24.7% | -0.1% | +24.9% | +24.8% |
| 30D | +12.3% | -3.1% | +15.4% | +15.6% |
| 3M | +46.9% | -3.5% | +50.4% | +52.0% |
| 6M | +89.6% | +0.5% | +89.1% | +86.9% |
| YTD | +95.9% | +10.8% | +85.2% | +71.4% |
| 1Y | +112.3% | +11.9% | +100.4% | +82.5% |
| 3Y | +172.0% | +73.0% | +99.0% | +26.3% |
| All | +172.0% | +74.4% | +97.5% | +26.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling