-11.9%
CATX vs SPY
+21.3%
-33.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | -0.3% |
| 7D | -1.9% | +0.3% | -2.2% | -2.1% |
| 30D | +4.0% | +0.2% | +3.8% | +3.8% |
| 3M | -12.4% | +2.8% | -15.1% | -14.7% |
| 6M | -39.7% | +14.3% | -53.9% | -46.8% |
| YTD | +13.5% | +14.0% | -0.5% | -0.4% |
| All | -11.9% | +21.3% | -33.2% | -33.7% |
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 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