+22.2%
CCL vs SUI
-26.3%
+48.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.4% | +0.9% |
| 7D | +2.6% | +6.2% | -3.6% | -1.1% |
| 30D | +13.1% | +8.6% | +4.5% | +7.0% |
| 3M | +3.3% | +1.0% | +2.3% | +2.2% |
| 6M | +8.7% | -2.6% | +11.3% | +9.4% |
| YTD | -1.6% | -0.1% | -1.5% | -2.5% |
| 1Y | +14.0% | +0.5% | +13.5% | +12.4% |
| 3Y | +145.1% | +15.3% | +129.9% | +109.1% |
| All | +22.2% | -26.3% | +48.5% | +55.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling