+33.9%
CCL vs SUI
-26.4%
+60.3%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -1.0% |
| 7D | -1.2% | -1.5% | +0.3% | -0.3% |
| 30D | +13.1% | +3.7% | +9.4% | +10.2% |
| 3M | +3.4% | -0.4% | +3.8% | +3.1% |
| 6M | +18.7% | -2.8% | +21.5% | +19.6% |
| YTD | -2.3% | -1.6% | -0.6% | -2.3% |
| 1Y | +14.2% | -2.1% | +16.2% | +14.4% |
| 3Y | +133.6% | +18.5% | +115.1% | +94.3% |
| All | +33.9% | -26.4% | +60.3% | +69.4% |
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