-29.4%
CCL vs SUI
+120.9%
-150.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | +0.3% |
| 7D | -1.5% | -2.4% | +0.9% | -0.1% |
| 30D | +16.5% | +3.3% | +13.1% | +13.6% |
| 3M | +11.2% | +0.7% | +10.5% | +10.1% |
| 6M | +22.6% | -4.1% | +26.7% | +24.6% |
| YTD | +2.6% | -1.8% | +4.4% | +2.7% |
| 1Y | +17.0% | -4.1% | +21.0% | +18.8% |
| 3Y | +145.5% | +17.4% | +128.2% | +110.4% |
| 5Y | +36.1% | -27.0% | +63.1% | +60.8% |
| 10Y | -29.4% | +121.2% | -150.6% | -38.5% |
| All | -29.4% | +120.9% | -150.3% | -38.5% |
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