+1,630.7%
CIX price history and return analytics
+360.7%
+1,270.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -2.0% |
| 7D | +17.3% | -0.7% | +18.0% | +17.6% |
| 30D | +11.4% | -1.7% | +13.1% | +12.3% |
| 3M | +39.3% | -2.3% | +41.6% | +41.0% |
| 6M | +88.6% | +1.5% | +87.1% | +86.5% |
| YTD | +93.2% | +12.0% | +81.2% | +81.1% |
| 1Y | +106.9% | +12.9% | +94.0% | +92.8% |
| 3Y | +168.2% | +74.9% | +93.2% | +103.0% |
| 5Y | +195.0% | +59.9% | +135.0% | +131.5% |
| 10Y | +511.5% | +224.6% | +286.9% | +254.4% |
| All | +1,630.7% | +360.7% | +1,270.1% | +819.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling