The Blog

May ClearAlpha Capital: 0.51% Annual revenue 9.20% May S&P 500 (SPX): 5.15% Annual revenue 10.98%

Apr ClearAlpha Capital Portfolio Return: 8.80% Annual revenue 8.69% Apr S&P 500 (SPX): 10.42% Annual revenue 5.83%

The blue bars and line in the chart show the performance data for ClearAlpha Capital, which grew by 327.20% over a seven-year period. The orange bars and line in the chart show the performance of the S&P 500 Index (SPX500). The data shows that it grew by 259.30% over a seven-year period.

March ClearAlpha Capital Portfolio Return: -4.57% March S&P 500 (SPX): -5.09%

February ClearAlpha Capital Portfolio Return: +3.24% February S&P 500 (SPX): -0.87%

Jan Portfolio Return: +1.22% Jan S&P 500 (SPX): +1.37%

December Portfolio Return: +2.98% December S&P 500 (SPX): +0.11% 2025 Annual Portfolio Return: +21.82% 2025 Annual S&P 500 (SPX): +16.39% December Performance Review In December, the ClearAlpha Capital portfolio achieved a monthly return of +2.98%, significantly outperforming the S&P 500, which rose only +0.11% during the same period. Amid year-end liquidity tightening, fluctuating market sentiment, and intensifying sector divergence, this performance stemmed primar

Portfolio return (November): +2.31% S&P 500 (November): +0.13% November was a constructive month for ClearAlpha Capital, as our concentrated basket of stocks delivered a +2.31% return and materially outperformed the broader S&P 500, which rose only +0.13%. This result reflects the benefits of our selective, fundamentals-first approach during a month of mixed market leadership.