+109.6%
CTAS vs SPXU
-85.9%
+195.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-09 to 2026-09-09.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | +0.1% |
| 7D | +1.0% | +1.3% | -0.3% | +1.3% |
| 30D | -1.1% | +5.1% | -6.2% | +0.3% |
| 3M | +11.5% | -9.1% | +20.6% | +8.9% |
| 6M | +0.2% | -29.6% | +29.7% | -8.2% |
| YTD | +7.2% | -27.7% | +34.9% | -0.8% |
| 1Y | 0.0% | -37.0% | +37.0% | -10.6% |
| 3Y | +65.9% | -80.2% | +146.1% | +13.2% |
| 5Y | +109.6% | -86.0% | +195.6% | +48.6% |
| All | +109.6% | -85.9% | +195.4% | +48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 2021-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SPXU 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…
2021-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling