+159.2%
CXT price history and return analytics
+221.8%
-62.6%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.2% |
| 7D | -1.1% | +2.4% | -3.5% | -4.0% |
| 30D | +7.9% | -1.5% | +9.4% | +9.9% |
| 3M | +11.1% | -4.1% | +15.2% | +17.1% |
| 6M | +38.6% | +0.6% | +38.0% | +37.4% |
| YTD | +22.4% | +11.0% | +11.3% | +6.7% |
| 1Y | -4.0% | +13.3% | -17.3% | -18.3% |
| 3Y | +15.6% | +73.4% | -57.8% | -42.6% |
| 5Y | +64.4% | +57.4% | +7.0% | -6.8% |
| All | +159.2% | +221.8% | -62.6% | -39.0% |
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 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