+202.8%
CIX price history and return analytics
+58.5%
+144.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.3% |
| 7D | +20.9% | +2.9% | +18.0% | +18.1% |
| 30D | +16.3% | -2.5% | +18.8% | +18.6% |
| 3M | +42.5% | -3.3% | +45.9% | +46.4% |
| 6M | +84.9% | +1.5% | +83.4% | +81.4% |
| YTD | +96.6% | +11.4% | +85.3% | +77.2% |
| 1Y | +110.7% | +11.9% | +98.8% | +88.6% |
| 3Y | +172.9% | +73.9% | +99.1% | +73.6% |
| 5Y | +202.8% | +57.9% | +144.9% | +96.2% |
| All | +202.8% | +58.5% | +144.3% | +96.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling