+55.9%
CX price history and return analytics
+76.6%
-20.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | +0.1% |
| 7D | +5.0% | +1.0% | +4.0% | +3.6% |
| 30D | -3.2% | -0.2% | -2.9% | -2.8% |
| 3M | -8.7% | +4.5% | -13.2% | -13.8% |
| 6M | +0.9% | +14.1% | -13.1% | -14.6% |
| YTD | -4.1% | +14.8% | -18.9% | -18.9% |
| 1Y | +15.9% | +21.2% | -5.3% | -8.3% |
| 3Y | +55.9% | +76.6% | -20.7% | -27.5% |
| All | +55.9% | +76.6% | -20.7% | -27.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling