-73.3%
CVU vs SPY
+3,045.4%
-3,118.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | -0.1% | -0.3% |
| 7D | +3.4% | +3.3% | +0.1% | +1.7% |
| 30D | -9.6% | -2.7% | -6.9% | -8.3% |
| 3M | -15.9% | -1.7% | -14.1% | -15.1% |
| 6M | +17.9% | +3.1% | +14.8% | +16.2% |
| YTD | +16.4% | +11.9% | +4.5% | +10.2% |
| 1Y | +119.5% | +12.0% | +107.5% | +107.9% |
| 3Y | +52.6% | +78.2% | -25.5% | +14.7% |
| 5Y | +57.3% | +73.2% | -15.9% | +19.4% |
| 10Y | -39.7% | +309.6% | -349.4% | -67.7% |
| All | -73.3% | +3,045.4% | -3,118.7% | -93.7% |
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