+141.0%
CI vs SPXU
-99.5%
+240.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +1.2% |
| 7D | -1.1% | +1.3% | -2.4% | -0.7% |
| 30D | +0.5% | +5.1% | -4.6% | +1.9% |
| 3M | -5.2% | -9.1% | +4.0% | -7.3% |
| 6M | +4.3% | -29.6% | +33.9% | -4.2% |
| YTD | +2.8% | -27.7% | +30.5% | -4.7% |
| 1Y | -5.8% | -37.0% | +31.2% | -15.3% |
| 3Y | +4.7% | -80.2% | +84.9% | -29.0% |
| 5Y | +42.7% | -86.0% | +128.7% | -1.8% |
| 10Y | +141.0% | -99.5% | +240.5% | -30.4% |
| All | +141.0% | -99.5% | +240.5% | -30.4% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling