+45.8%
CKX price history and return analytics
+357.6%
-311.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +58.1% | +2.6% | +55.5% | +57.8% |
| 7D | +55.9% | +0.4% | +55.5% | +55.9% |
| 30D | +57.2% | -2.6% | +59.8% | +57.9% |
| 3M | +55.2% | -3.2% | +58.4% | +55.9% |
| 6M | +51.0% | +0.9% | +50.1% | +50.9% |
| YTD | +79.2% | +11.3% | +67.9% | +77.1% |
| 1Y | +54.7% | +14.0% | +40.7% | +52.4% |
| 3Y | +31.2% | +75.8% | -44.6% | +22.5% |
| 5Y | +35.6% | +57.8% | -22.2% | +27.9% |
| 10Y | +55.6% | +219.8% | -164.2% | +31.9% |
| All | +45.8% | +357.6% | -311.9% | +20.8% |
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