+247.9%
CB vs SUI
+120.9%
+127.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.7% |
| 7D | 0.0% | -3.8% | +3.9% | +1.4% |
| 30D | +7.4% | +3.9% | +3.4% | +5.8% |
| 3M | +8.6% | +0.2% | +8.4% | +8.2% |
| 6M | +16.1% | -4.2% | +20.3% | +17.6% |
| YTD | +20.2% | -2.5% | +22.7% | +20.6% |
| 1Y | +27.2% | -4.0% | +31.2% | +28.3% |
| 3Y | +72.7% | +16.5% | +56.1% | +58.1% |
| 5Y | +105.9% | -27.2% | +133.1% | +125.3% |
| All | +247.9% | +120.9% | +127.0% | +170.8% |
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