+53.8%
CXSE price history and return analytics
+333.3%
-279.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.3% |
| 7D | -3.7% | +2.4% | -6.0% | -5.8% |
| 30D | -5.7% | -1.5% | -4.2% | -4.5% |
| 3M | -17.1% | -4.1% | -13.0% | -13.9% |
| 6M | -24.8% | +0.6% | -25.3% | -25.3% |
| YTD | -20.5% | +11.0% | -31.5% | -27.9% |
| 1Y | -23.6% | +13.3% | -37.0% | -32.1% |
| 3Y | +13.7% | +73.4% | -59.7% | -31.8% |
| 5Y | -39.7% | +57.4% | -97.2% | -60.4% |
| 10Y | +40.2% | +221.7% | -181.5% | -48.7% |
| All | +53.8% | +333.3% | -279.5% | -58.0% |
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 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