+35.1%
CCXIU vs SPY
+13.3%
+21.7%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +1.5% |
| 7D | -10.9% | -0.8% | -10.1% | -10.4% |
| 30D | -19.5% | -1.1% | -18.5% | -19.0% |
| 3M | +33.8% | +3.9% | +29.9% | +32.1% |
| 6M | +33.1% | +13.6% | +19.5% | +30.6% |
| YTD | +35.1% | +12.7% | +22.4% | +32.4% |
| All | +35.1% | +13.3% | +21.7% | +32.0% |
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