-53.2%
CXM price history and return analytics
+69.7%
-122.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.7% |
| 7D | -2.1% | -2.3% | +0.3% | -0.3% |
| 30D | +28.5% | -5.0% | +33.5% | +33.9% |
| 3M | +0.9% | -4.9% | +5.8% | +4.9% |
| 6M | +27.0% | -1.5% | +28.6% | +26.9% |
| YTD | -14.3% | +8.5% | -22.8% | -23.8% |
| 1Y | -11.3% | +11.4% | -22.7% | -23.8% |
| 3Y | -53.2% | +70.1% | -123.2% | -76.0% |
| All | -53.2% | +69.7% | -122.9% | -76.0% |
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 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