-61.4%
CXM price history and return analytics
+67.1%
-128.4%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.3% | +2.5% | +2.6% |
| 7D | +1.9% | +2.4% | -0.4% | -1.2% |
| 30D | +20.8% | -1.5% | +22.3% | +22.5% |
| 3M | -3.3% | -4.1% | +0.8% | +1.3% |
| 6M | +39.1% | +0.6% | +38.5% | +35.2% |
| YTD | -12.6% | +11.0% | -23.6% | -27.3% |
| 1Y | -6.8% | +13.3% | -20.2% | -25.0% |
| 3Y | -52.5% | +73.4% | -125.9% | -80.5% |
| 5Y | -62.8% | +57.4% | -120.3% | -80.3% |
| All | -61.4% | +67.1% | -128.4% | -82.4% |
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