+21.0%
CTSH vs SPXU
-99.5%
+120.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.4% | -4.3% | -2.4% |
| 7D | -8.2% | +1.3% | -9.5% | -7.7% |
| 30D | +0.4% | +5.1% | -4.7% | +2.3% |
| 3M | +10.6% | -9.1% | +19.7% | +7.3% |
| 6M | -8.8% | -29.6% | +20.8% | -18.4% |
| YTD | -28.6% | -27.7% | -0.9% | -35.1% |
| 1Y | -15.9% | -37.0% | +21.0% | -26.6% |
| 3Y | -13.9% | -80.2% | +66.3% | -44.8% |
| 5Y | -17.1% | -86.0% | +68.9% | -44.6% |
| 10Y | +21.0% | -99.5% | +120.6% | -63.3% |
| All | +21.0% | -99.5% | +120.5% | -63.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling