+327.9%
CIX vs SPY
+1,103.6%
-775.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.2% | -2.4% |
| 7D | +10.7% | +0.1% | +10.5% | +10.6% |
| 30D | +25.6% | +0.1% | +25.6% | +25.6% |
| 3M | +45.9% | +2.0% | +43.9% | +44.3% |
| 6M | +46.3% | +13.0% | +33.3% | +37.4% |
| YTD | +55.5% | +13.5% | +42.0% | +45.6% |
| 1Y | +53.4% | +20.0% | +33.4% | +39.4% |
| 3Y | +105.5% | +77.2% | +28.3% | +56.9% |
| 5Y | +136.6% | +81.9% | +54.7% | +77.5% |
| 10Y | +376.2% | +314.1% | +62.2% | +149.2% |
| All | +327.9% | +1,103.6% | -775.6% | +39.0% |
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