-31.2%
CXSE price history and return analytics
+63.7%
-94.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -0.6% |
| 7D | -3.1% | -2.0% | -1.1% | -1.1% |
| 30D | -7.3% | -1.4% | -5.9% | -5.9% |
| 3M | -6.8% | +4.7% | -11.5% | -11.1% |
| 6M | -8.1% | +11.4% | -19.4% | -17.7% |
| YTD | -9.8% | +13.1% | -22.9% | -20.5% |
| 1Y | -11.7% | +19.0% | -30.7% | -26.0% |
| 3Y | +26.0% | +73.9% | -47.9% | -29.4% |
| 5Y | -31.2% | +65.4% | -96.6% | -58.9% |
| All | -31.2% | +63.7% | -94.8% | -58.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling