-6.3%
CI vs EXPE
+28.7%
-35.0%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -7.9% | +6.1% | -1.5% |
| 7D | -2.0% | -9.8% | +7.7% | -1.7% |
| 30D | -1.8% | -11.5% | +9.7% | -1.4% |
| 3M | -4.2% | +21.7% | -25.9% | -4.7% |
| 6M | +2.7% | +10.4% | -7.7% | +2.3% |
| YTD | +1.9% | -2.5% | +4.5% | +2.9% |
| 1Y | -6.3% | +27.3% | -33.6% | -9.2% |
| All | -6.3% | +28.7% | -35.0% | -9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded EXPE 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling