-94.4%
CONI vs SPY
+43.3%
-137.7%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -0.4% | +9.1% | +7.3% |
| 7D | -11.7% | +0.1% | -11.8% | -10.4% |
| 30D | -45.5% | +0.1% | -45.6% | -44.3% |
| 3M | -48.9% | +2.0% | -50.9% | -42.1% |
| 6M | -41.0% | +13.0% | -54.0% | +3.2% |
| YTD | -58.6% | +13.5% | -72.1% | -21.2% |
| 1Y | -46.4% | +20.0% | -66.3% | +27.2% |
| All | -94.4% | +43.3% | -137.7% | -74.7% |
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