-11.2%
CION vs SPY
+78.7%
-89.9%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.3% | -3.4% |
| 7D | -7.0% | +3.3% | -10.3% | -9.2% |
| 30D | -8.4% | -2.7% | -5.7% | -6.5% |
| 3M | -13.8% | -1.7% | -12.1% | -12.7% |
| 6M | -1.4% | +3.1% | -4.5% | -3.5% |
| YTD | -27.2% | +11.9% | -39.1% | -32.6% |
| 1Y | -26.7% | +12.0% | -38.7% | -32.2% |
| All | -11.2% | +78.7% | -89.9% | -43.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling