-99.7%
CXAI vs SPY
+67.4%
-167.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.3% | +0.3% | +14.0% | +14.0% |
| 7D | +2.3% | -2.7% | +5.0% | +6.2% |
| 30D | -28.0% | -5.4% | -22.6% | -23.2% |
| 3M | -80.6% | -4.1% | -76.5% | -79.5% |
| 6M | -82.5% | +0.7% | -83.2% | -82.0% |
| YTD | -91.8% | +8.7% | -100.5% | -92.0% |
| 1Y | -95.6% | +10.9% | -106.5% | -95.8% |
| 3Y | -98.0% | +75.0% | -173.0% | -98.5% |
| All | -99.7% | +67.4% | -167.1% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling