+35.6%
CKX price history and return analytics
+57.4%
-21.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +58.1% | +2.6% | +55.5% | +57.8% |
| 7D | +55.9% | +0.4% | +55.5% | +55.6% |
| 30D | +57.2% | -2.6% | +59.8% | +57.1% |
| 3M | +55.2% | -3.2% | +58.4% | +55.0% |
| 6M | +51.0% | +0.9% | +50.1% | +50.8% |
| YTD | +79.2% | +11.3% | +67.9% | +79.5% |
| 1Y | +54.7% | +14.0% | +40.7% | +55.0% |
| 3Y | +31.2% | +75.8% | -44.6% | +33.8% |
| 5Y | +35.6% | +57.8% | -22.2% | +31.6% |
| All | +35.6% | +57.4% | -21.7% | +31.6% |
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 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