+70.2%
CXDO price history and return analytics
+150.0%
-79.8%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.5% |
| 7D | -3.0% | +2.4% | -5.3% | -5.3% |
| 30D | -10.5% | -1.5% | -9.0% | -9.2% |
| 3M | -24.8% | -4.1% | -20.7% | -21.4% |
| 6M | -47.3% | +0.6% | -47.9% | -47.2% |
| YTD | -24.0% | +11.0% | -35.0% | -30.8% |
| 1Y | -27.4% | +13.3% | -40.8% | -35.1% |
| 3Y | +126.7% | +73.4% | +53.3% | +47.2% |
| 5Y | -13.6% | +57.4% | -71.0% | -40.0% |
| All | +70.2% | +150.0% | -79.8% | -28.2% |
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