+248.2%
CB vs SUI
+115.7%
+132.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.3% |
| 7D | +0.2% | +6.2% | -6.0% | -1.9% |
| 30D | +9.1% | +8.6% | +0.5% | +5.8% |
| 3M | +3.4% | +1.0% | +2.4% | +2.8% |
| 6M | +14.1% | -2.6% | +16.7% | +14.8% |
| YTD | +18.0% | -0.1% | +18.1% | +17.4% |
| 1Y | +30.1% | +0.5% | +29.7% | +29.1% |
| 3Y | +71.8% | +15.3% | +56.5% | +58.2% |
| 5Y | +101.8% | -26.1% | +128.0% | +119.9% |
| All | +248.2% | +115.7% | +132.5% | +173.1% |
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