-62.3%
CXM price history and return analytics
+68.6%
-130.8%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | +0.4% |
| 7D | -2.9% | -0.7% | -2.2% | -2.4% |
| 30D | +20.1% | -1.7% | +21.8% | +22.2% |
| 3M | -3.3% | -2.3% | -1.0% | -1.2% |
| 6M | +27.7% | +1.5% | +26.2% | +22.7% |
| YTD | -14.7% | +12.0% | -26.7% | -29.8% |
| 1Y | -12.1% | +12.9% | -24.9% | -28.6% |
| 3Y | -54.0% | +74.9% | -129.0% | -81.3% |
| 5Y | -63.2% | +59.9% | -123.1% | -80.9% |
| All | -62.3% | +68.6% | -130.8% | -83.0% |
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