+38.4%
CKX price history and return analytics
+221.8%
-183.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.3% | -3.4% | -3.7% |
| 7D | +47.1% | +2.4% | +44.7% | +46.6% |
| 30D | +39.8% | -1.5% | +41.3% | +40.1% |
| 3M | +43.7% | -4.1% | +47.9% | +44.5% |
| 6M | +45.9% | +0.6% | +45.4% | +45.8% |
| YTD | +66.7% | +11.0% | +55.6% | +64.6% |
| 1Y | +47.9% | +13.3% | +34.6% | +45.7% |
| 3Y | +22.5% | +73.4% | -50.9% | +14.1% |
| 5Y | +26.1% | +57.4% | -31.3% | +19.3% |
| All | +38.4% | +221.8% | -183.3% | +5.1% |
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