+65.9%
CSCO vs SPOT
-26.9%
+92.8%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.3% |
| 7D | 0.0% | -6.5% | +6.5% | +0.4% |
| 30D | -10.7% | +2.2% | -12.9% | -10.9% |
| 3M | -8.7% | +5.4% | -14.1% | -9.2% |
| 6M | +44.9% | -4.0% | +48.9% | +45.2% |
| YTD | +44.1% | -9.9% | +54.1% | +45.0% |
| 1Y | +65.9% | -27.3% | +93.1% | +66.3% |
| All | +65.9% | -26.9% | +92.8% | +66.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 1y: compounded portfolio wealth divided by compounded SPOT 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…
1y analysis · Full analysis span regression · 6 months rolling