+251.7%
CB vs SUI
+123.0%
+128.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.1% | +0.7% |
| 7D | +2.9% | -1.5% | +4.4% | +3.5% |
| 30D | +7.3% | +3.7% | +3.6% | +5.8% |
| 3M | +9.4% | -0.4% | +9.8% | +9.3% |
| 6M | +19.6% | -2.8% | +22.4% | +20.5% |
| YTD | +21.5% | -1.6% | +23.1% | +21.5% |
| 1Y | +28.0% | -2.1% | +30.1% | +28.2% |
| 3Y | +74.9% | +18.5% | +56.4% | +59.2% |
| 5Y | +108.1% | -26.5% | +134.7% | +127.0% |
| All | +251.7% | +123.0% | +128.7% | +172.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling