+332.7%
CCL vs SUI
+4,171.7%
-3,839.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.7% | -6.2% | -5.9% |
| 7D | +2.6% | +8.8% | -6.2% | -1.5% |
| 30D | +11.3% | +8.9% | +2.4% | +6.4% |
| 3M | +0.3% | +2.0% | -1.8% | -1.1% |
| 6M | +16.1% | -0.6% | +16.8% | +15.7% |
| YTD | -1.6% | +1.3% | -2.9% | -2.9% |
| 1Y | +11.8% | +1.3% | +10.5% | +10.3% |
| 3Y | +139.6% | +16.3% | +123.3% | +116.4% |
| 5Y | +21.3% | -25.1% | +46.3% | +36.4% |
| 10Y | -29.8% | +121.1% | -150.8% | -51.7% |
| All | +332.7% | +4,171.7% | -3,839.1% | +7.4% |
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 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