+203.9%
CAT vs SPXU
-80.6%
+284.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.6% | +1.8% |
| 7D | +5.6% | -1.5% | +7.0% | +4.9% |
| 30D | -2.3% | +3.7% | -6.1% | -0.6% |
| 3M | -10.0% | -9.6% | -0.4% | -12.6% |
| 6M | +21.2% | -32.4% | +53.6% | +5.8% |
| YTD | +44.4% | -28.7% | +73.1% | +30.0% |
| 1Y | +96.3% | -38.2% | +134.5% | +68.8% |
| 3Y | +203.9% | -80.4% | +284.4% | +85.2% |
| All | +203.9% | -80.6% | +284.5% | +85.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SPXU 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling