-62.7%
CATX vs SPY
+14.6%
-77.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -3.5% |
| 7D | -30.4% | -0.7% | -29.7% | -29.7% |
| 30D | -66.1% | -1.0% | -65.1% | -65.6% |
| 3M | -71.0% | -0.3% | -70.7% | -70.8% |
| 6M | -78.1% | +7.3% | -85.5% | -80.3% |
| YTD | -68.4% | +13.3% | -81.7% | -74.4% |
| 1Y | -62.7% | +14.8% | -77.4% | -70.4% |
| All | -62.7% | +14.6% | -77.3% | -70.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling