+54.0%
CX price history and return analytics
+221.8%
-167.7%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.2% |
| 7D | -1.6% | +2.4% | -3.9% | -4.9% |
| 30D | +10.8% | -1.5% | +12.3% | +13.1% |
| 3M | -4.5% | -4.1% | -0.4% | +1.5% |
| 6M | -19.9% | +0.6% | -20.5% | -20.5% |
| YTD | -7.5% | +11.0% | -18.5% | -19.8% |
| 1Y | +4.3% | +13.3% | -9.0% | -12.2% |
| 3Y | +58.1% | +73.4% | -15.3% | -29.1% |
| 5Y | +64.6% | +57.4% | +7.1% | -12.0% |
| All | +54.0% | +221.8% | -167.7% | -75.9% |
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