-99.7%
CXAI vs SPY
+114.2%
-213.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | -0.5% |
| 7D | -7.8% | -0.9% | -6.9% | -6.2% |
| 30D | -28.3% | -2.4% | -25.9% | -25.9% |
| 3M | -82.6% | -1.2% | -81.4% | -82.1% |
| 6M | -79.9% | +3.3% | -83.2% | -79.9% |
| YTD | -91.4% | +12.3% | -103.7% | -91.9% |
| 1Y | -95.0% | +12.4% | -107.4% | -95.2% |
| 3Y | -97.9% | +78.8% | -176.7% | -98.4% |
| 5Y | -99.7% | +75.2% | -174.9% | -99.8% |
| All | -99.7% | +114.2% | -213.9% | -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 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