+521.8%
CXT price history and return analytics
+346.0%
+175.8%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -3.2% |
| 7D | -1.8% | -2.3% | +0.6% | +0.9% |
| 30D | +19.5% | -5.0% | +24.5% | +26.7% |
| 3M | +6.3% | -4.9% | +11.2% | +12.6% |
| 6M | +27.1% | -1.5% | +28.7% | +29.4% |
| YTD | +23.8% | +8.5% | +15.3% | +12.5% |
| 1Y | -4.8% | +11.4% | -16.1% | -15.9% |
| 3Y | +11.0% | +70.1% | -59.1% | -39.4% |
| 5Y | +67.3% | +53.7% | +13.6% | +2.9% |
| 10Y | +194.2% | +220.0% | -25.8% | -17.0% |
| All | +521.8% | +346.0% | +175.8% | +18.9% |
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 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