-2.2%
CXDO price history and return analytics
+65.7%
-67.9%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -1.0% |
| 7D | -4.8% | -1.1% | -3.7% | -3.4% |
| 30D | -11.6% | -1.0% | -10.6% | -10.4% |
| 3M | -22.2% | +3.2% | -25.3% | -25.1% |
| 6M | -15.8% | +12.5% | -28.2% | -26.7% |
| YTD | -11.6% | +14.1% | -25.7% | -24.5% |
| 1Y | -16.5% | +18.9% | -35.4% | -31.8% |
| 3Y | +135.4% | +74.1% | +61.3% | +37.7% |
| All | -2.2% | +65.7% | -67.9% | -41.5% |
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 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