SPY and Market Returns Analysis from 2023 to 2025

A detailed analysis of SPY's returns alongside various stock categories, including AI and technology stocks, over specified periods from January 2023 to January 2025.

Aurora: Hello. Would you like to use GPT Stock Reports to find the best Healthcare stocks?

User: What was SPY's return: - From Jan 1st 2023 to Jan 1st 2024 - From Jan 1st 2024 to Jan 1st 2025 - From Jan 1st 2023 to Jan 1st 2025

Aurora: ### SPY Return Summary | Symbol | Period Label | Start Date | Start Price (USD) | End Date | End Price (USD) | Return (%) | |--------|------------------------|---------------------|-------------------|---------------------|-----------------|------------| | [SPY](https://nexustrade.io/stock/SPY) | 2023-01-01 | 2023-01-03 | 371.56 | 2024-01-02 | 468.22 | 26.01 | | [SPY](https://nexustrade.io/stock/SPY) | 2023-01-01 to 2025-01-01 | 2023-01-03 | 371.56 | 2025-01-02 | 584.64 | 57.35 | | [SPY](https://nexustrade.io/stock/SPY) | 2024-01-01 | 2024-01-02 | 468.22 | 2025-01-02 | 584.64 | 24.86 | ### Summary The table above presents the performance of the **SPY** (S&P 500 ETF) over three distinct periods: 1. **2023-01-01 to 2024-01-01**: - **Start Price**: \$371.56 on January 3, 2023 - **End Price**: \$468.22 on January 2, 2024 - **Return**: 26.01% 2. **2023-01-01 to 2025-01-01**: - **Start Price**: \$371.56 on January 3, 2023 - **End Price**: \$584.64 on January 2, 2025 - **Return**: 57.35% 3. **2024-01-01 to 2025-01-01**: - **Start Price**: \$468.22 on January 2, 2024 - **End Price**: \$584.64 on January 2, 2025 - **Return**: 24.86% ### Pros and Cons **Pros:** - **Consistent Growth**: SPY…

User: Repeat this analysis but have these groups: - SPY - All stocks - All technology stocks - All AI stocks - All non-technology stocks - All non AI stocks Do it from - From Jan 1st 2023 to Jan 1st 2024 - From Jan 1st 2024 to Jan 1st 2025 - From Jan 1st 2023 to Jan 1st 2025

Aurora: ### Results Below is a Markdown table summarizing the final results returned by the query. Because the only actual stock symbol in these aggregated findings is [SPY](https://nexustrade.io/stock/SPY), this table focuses on the six group categories specified: | group_name | num_symbols | avg_return_2023_2024 | avg_return_2024_2025 | avg_return_2023_2025 | |----------------------|------------:|----------------------:|----------------------:|----------------------:| | [SPY](https://nexustrade.io/stock/SPY) | 1 | 26.01 | 24.86 | 57.35 | | All Stocks | 5127 | 13.03 | 15.93 | 35.05 | | All Technology | 1691 | 13.48 | 17.67 | 37.19 | | All AI | 267 | 26.29 | 48.73 | 86.48 | | All non-technology | 3436 | 12.79 | 14.80 | 33.66 | | All non AI | 4860 | 12.25 | 13.66 | 31.49 | ### What the Query Was Supposed to Do • It gathers price data for each stock on or just after January 1st of 2023, 2024, and 2025. • It then calculates returns for three intervals: 2023→2024, 2024→2025, and 2023→2025. • Finally, it aggregates these returns by groups: SPY itself, all stocks, technology stocks, AI stocks, non-technology stocks, and non-AI stocks. This helps compare how different segments of the market perf…

User: repeat this analysis, but do market cap-weighted returns (except for SPY, just keep its values)

Aurora: Below is a table containing all market-cap-weighted returns for the specified groups over three time periods: | Group | Period | Weighted Return (%) | |------------------|-------------:|---------------------:| | AI | 2023→2024 | 47.79% | | AI | 2023→2025 | 101.48% | | AI | 2024→2025 | 36.32% | | All Stocks | 2023→2024 | 25.13% | | All Stocks | 2023→2025 | 54.48% | | All Stocks | 2024→2025 | 22.72% | | Non-AI | 2023→2024 | 13.23% | | Non-AI | 2023→2025 | 29.51% | | Non-AI | 2024→2025 | 13.46% | | Non-Technology | 2023→2024 | 10.85% | | Non-Technology | 2023→2025 | 23.71% | | Non-Technology | 2024→2025 | 11.88% | | [SPY](https://nexustrade.io/stock/SPY) | 2023→2024 | 26.01% | | [SPY](https://nexustrade.io/stock/SPY) | 2023→2025 | 57.35% | | [SPY](https://nexustrade.io/stock/SPY) | 2024→2025 | 24.86% | | Technology | 2023→2024 | 35.42% | | Technology | 2023→2025 | 76.45% | | Technology | 2024→2025 | 28.80% | Note: Weighted returns (%) were calculated by multiplying each decimal value by 100 and rounding to two decimals. -------------------------------------------------------------------------------- Observations: • AI stocks show especially strong two-year performance (over 100%). •…