-62.1%
CXM price history and return analytics
+63.2%
-125.3%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.8% |
| 7D | -2.1% | -2.3% | +0.3% | +0.6% |
| 30D | +28.5% | -5.0% | +33.5% | +36.6% |
| 3M | +0.9% | -4.9% | +5.8% | +6.8% |
| 6M | +27.0% | -1.5% | +28.6% | +26.9% |
| YTD | -14.3% | +8.5% | -22.8% | -26.5% |
| 1Y | -11.3% | +11.4% | -22.7% | -27.0% |
| 3Y | -53.2% | +70.1% | -123.2% | -80.2% |
| 5Y | -61.4% | +53.7% | -115.2% | -78.9% |
| All | -62.1% | +63.2% | -125.3% | -82.2% |
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