+150.9%
CI vs SPXU
-99.5%
+250.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.9% | +3.3% | -1.6% |
| 7D | -1.3% | +1.5% | -2.8% | -0.7% |
| 30D | +6.4% | +6.4% | 0.0% | +8.5% |
| 3M | +10.7% | +4.2% | +6.4% | +12.4% |
| 6M | +5.5% | -7.8% | +13.2% | +4.0% |
| YTD | +11.4% | -27.5% | +38.9% | +3.8% |
| 1Y | +15.0% | -27.1% | +42.2% | +7.6% |
| 3Y | +9.0% | -80.8% | +89.8% | -26.9% |
| 5Y | +52.0% | -84.1% | +136.1% | +9.6% |
| 10Y | +150.9% | -99.5% | +250.4% | -22.1% |
| All | +150.9% | -99.5% | +250.4% | -22.1% |
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