-40.7%
ACCL vs SPY
+16.0%
-56.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | -5.0% | +3.3% | -8.2% | -5.7% |
| 30D | -11.1% | -2.7% | -8.4% | -10.2% |
| 3M | -17.0% | -1.7% | -15.2% | -16.4% |
| 6M | +70.1% | +3.1% | +67.0% | +64.4% |
| YTD | -11.4% | +11.9% | -23.3% | -15.8% |
| 1Y | -43.5% | +12.0% | -55.5% | -46.0% |
| All | -40.7% | +16.0% | -56.8% | -44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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