+277.2%
CG vs SPXU
-99.9%
+377.2%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.1% | -5.3% | -3.8% |
| 7D | -1.5% | -9.4% | +7.9% | -5.6% |
| 30D | +5.7% | +7.4% | -1.8% | +10.5% |
| 3M | -17.9% | +6.2% | -24.0% | -14.2% |
| 6M | -20.2% | -7.2% | -13.0% | -20.6% |
| YTD | -32.0% | -26.8% | -5.2% | -37.8% |
| 1Y | -27.0% | -26.3% | -0.8% | -32.6% |
| 3Y | +42.8% | -80.6% | +123.4% | -13.3% |
| 5Y | -23.4% | -83.6% | +60.1% | -45.1% |
| 10Y | +278.2% | -99.5% | +377.7% | +6.9% |
| All | +277.2% | -99.9% | +377.2% | -31.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling