+15.7%
CXT price history and return analytics
+74.5%
-58.8%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -0.9% |
| 7D | -3.9% | +2.9% | -6.8% | -7.3% |
| 30D | +9.0% | -2.5% | +11.5% | +12.5% |
| 3M | +10.0% | -3.3% | +13.4% | +14.8% |
| 6M | +34.7% | +1.5% | +33.2% | +31.6% |
| YTD | +22.5% | +11.4% | +11.1% | +5.8% |
| 1Y | -6.4% | +11.9% | -18.3% | -19.6% |
| All | +15.7% | +74.5% | -58.8% | -49.3% |
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