+106.0%
CIX vs SPY
+77.4%
+28.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.2% | -2.2% |
| 7D | +10.7% | +0.1% | +10.5% | +10.6% |
| 30D | +25.6% | +0.1% | +25.6% | +25.5% |
| 3M | +45.9% | +2.0% | +43.9% | +42.9% |
| 6M | +46.3% | +13.0% | +33.3% | +29.4% |
| YTD | +55.5% | +13.5% | +42.0% | +36.6% |
| 1Y | +53.4% | +20.0% | +33.4% | +25.6% |
| All | +106.0% | +77.4% | +28.6% | +9.9% |
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