+243.8%
CCL vs SUI
+4,037.5%
-3,793.7%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.5% | +0.3% |
| 7D | -5.0% | -2.8% | -2.2% | -3.7% |
| 30D | -20.3% | -1.2% | -19.2% | -19.9% |
| 3M | -15.1% | -1.7% | -13.4% | -14.7% |
| 6M | -15.1% | -10.5% | -4.6% | -10.5% |
| YTD | -21.8% | -1.8% | -19.9% | -21.3% |
| 1Y | -24.8% | -4.1% | -20.7% | -23.5% |
| 3Y | +51.9% | +11.3% | +40.6% | +40.5% |
| 5Y | +4.0% | -32.1% | +36.1% | +22.8% |
| 10Y | -42.2% | +110.4% | -152.7% | -59.2% |
| All | +243.8% | +4,037.5% | -3,793.7% | -13.0% |
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