+3,495.7%
CIB vs SPY
+2,245.9%
+1,249.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.0% |
| 7D | +3.4% | +0.1% | +3.3% | +3.4% |
| 30D | +11.6% | +0.1% | +11.5% | +11.5% |
| 3M | +41.4% | +2.0% | +39.4% | +39.2% |
| 6M | +55.3% | +13.0% | +42.3% | +41.9% |
| YTD | +63.6% | +13.5% | +50.1% | +49.0% |
| 1Y | +105.9% | +20.0% | +86.0% | +79.9% |
| 3Y | +470.8% | +77.2% | +393.6% | +271.2% |
| 5Y | +453.2% | +81.9% | +371.3% | +248.0% |
| 10Y | +426.6% | +314.1% | +112.5% | +90.1% |
| All | +3,495.7% | +2,245.9% | +1,249.8% | +569.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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