+488.1%
CUZ vs SPY
+2,945.2%
-2,457.1%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.4% | +1.7% | +1.6% |
| 7D | +1.4% | -4.7% | +6.2% | +6.3% |
| 30D | +6.7% | -5.9% | +12.6% | +13.1% |
| 3M | -3.0% | -4.5% | +1.6% | +1.4% |
| 6M | +15.8% | +1.8% | +14.0% | +13.1% |
| YTD | +20.2% | +8.3% | +11.8% | +10.3% |
| 1Y | +19.7% | +9.3% | +10.4% | +8.8% |
| 3Y | +71.4% | +74.9% | -3.4% | -3.1% |
| 5Y | -5.9% | +67.3% | -73.1% | -44.4% |
| 10Y | +52.7% | +311.6% | -258.9% | -62.6% |
| All | +488.1% | +2,945.2% | -2,457.1% | -51.5% |
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