+6,279.2%
CB vs SUI
+4,037.5%
+2,241.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.8% |
| 7D | +0.5% | -2.8% | +3.3% | +1.6% |
| 30D | -3.1% | -1.2% | -1.9% | -2.7% |
| 3M | +9.0% | -1.7% | +10.7% | +9.6% |
| 6M | +2.9% | -10.5% | +13.3% | +7.1% |
| YTD | +10.1% | -1.8% | +11.9% | +10.5% |
| 1Y | +22.8% | -4.1% | +26.9% | +24.0% |
| 3Y | +73.8% | +11.3% | +62.5% | +61.6% |
| 5Y | +99.2% | -32.1% | +131.3% | +120.2% |
| 10Y | +218.2% | +110.4% | +107.8% | +117.1% |
| All | +6,279.2% | +4,037.5% | +2,241.6% | +1,361.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling