+312.1%
CG vs SPXU
-99.5%
+411.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.8% | -4.2% | -1.5% |
| 7D | -9.8% | +6.4% | -16.2% | -7.0% |
| 30D | -10.3% | +5.9% | -16.3% | -7.5% |
| 3M | -1.7% | -11.7% | +10.0% | -6.0% |
| 6M | -9.8% | -28.7% | +18.9% | -20.9% |
| YTD | -25.6% | -26.4% | +0.8% | -32.9% |
| 1Y | -32.5% | -35.2% | +2.7% | -42.0% |
| 3Y | +45.6% | -79.8% | +125.4% | -12.0% |
| 5Y | +3.7% | -86.1% | +89.7% | -31.9% |
| All | +312.1% | -99.5% | +411.7% | +13.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling