+37.1%
CTSH vs SPXU
-99.5%
+136.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.9% | +3.0% | -2.2% |
| 7D | -2.1% | +1.5% | -3.6% | -1.4% |
| 30D | +8.0% | +6.4% | +1.6% | +10.4% |
| 3M | +10.6% | +4.2% | +6.3% | +12.6% |
| 6M | +32.5% | -7.8% | +40.3% | +29.6% |
| YTD | -21.0% | -27.5% | +6.6% | -28.0% |
| 1Y | -9.9% | -27.1% | +17.2% | -17.5% |
| 3Y | +3.1% | -80.8% | +84.0% | -35.1% |
| 5Y | -13.4% | -84.1% | +70.7% | -39.7% |
| 10Y | +37.1% | -99.5% | +136.7% | -60.9% |
| All | +37.1% | -99.5% | +136.7% | -60.9% |
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