+289.0%
CXW price history and return analytics
+65.7%
+223.3%
-39.7%
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% | +0.8% |
| 7D | +0.6% | -1.1% | +1.7% | +1.6% |
| 30D | +4.0% | -1.0% | +4.9% | +4.8% |
| 3M | +30.1% | +3.2% | +26.9% | +26.5% |
| 6M | +99.7% | +12.5% | +87.2% | +79.6% |
| YTD | +82.8% | +14.1% | +68.7% | +61.8% |
| 1Y | +63.1% | +18.9% | +44.2% | +39.1% |
| 3Y | +243.5% | +74.1% | +169.4% | +109.8% |
| All | +289.0% | +65.7% | +223.3% | +143.4% |
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