-84.1%
CCUP vs SPY
+11.5%
-95.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.4% | -6.6% | -5.0% |
| 7D | -26.4% | -0.6% | -25.8% | -23.9% |
| 30D | -44.5% | -3.7% | -40.8% | -29.4% |
| 3M | -23.3% | -2.7% | -20.5% | -4.3% |
| 6M | -78.9% | +2.2% | -81.1% | -78.9% |
| YTD | -72.0% | +10.8% | -82.8% | -80.2% |
| All | -84.1% | +11.5% | -95.6% | -88.7% |
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