-97.9%
CXAI vs SPY
+78.4%
-176.3%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.5% | +2.6% |
| 7D | -4.7% | -0.6% | -4.1% | -2.6% |
| 30D | -34.7% | -3.7% | -31.0% | -30.7% |
| 3M | -82.7% | -2.7% | -80.0% | -81.8% |
| 6M | -80.6% | +2.2% | -82.7% | -80.3% |
| YTD | -91.5% | +10.8% | -102.3% | -91.9% |
| 1Y | -95.2% | +11.2% | -106.4% | -95.4% |
| 3Y | -97.9% | +76.5% | -174.4% | -98.4% |
| All | -97.9% | +78.4% | -176.3% | -98.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling