+43.8%
CKX price history and return analytics
+222.7%
-178.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.4% |
| 7D | +51.6% | +2.9% | +48.7% | +51.0% |
| 30D | +48.2% | -2.5% | +50.7% | +48.7% |
| 3M | +45.3% | -3.3% | +48.7% | +45.9% |
| 6M | +46.8% | +1.5% | +45.3% | +46.5% |
| YTD | +73.1% | +11.4% | +61.8% | +70.9% |
| 1Y | +53.6% | +11.9% | +41.7% | +51.6% |
| 3Y | +27.2% | +73.9% | -46.6% | +18.5% |
| 5Y | +31.0% | +57.9% | -26.9% | +23.8% |
| All | +43.8% | +222.7% | -178.9% | +9.1% |
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