+430.3%
CXAI vs SPY
+20.8%
+409.5%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -1.9% |
| 7D | -5.5% | +0.1% | -5.6% | -4.7% |
| 30D | +2,301.4% | +0.1% | +2,301.4% | -2,102.5% |
| 3M | +1,237.3% | +2.0% | +1,235.3% | -12,001.5% |
| 6M | +1,596.5% | +13.0% | +1,583.5% | -12,109.6% |
| YTD | +927.1% | +13.5% | +913.6% | -7,286.1% |
| 1Y | +430.3% | +20.0% | +410.4% | -3,471.8% |
| All | +430.3% | +20.8% | +409.5% | -3,471.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling