+283.0%
CG vs SUI
+368.2%
-85.3%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +0.7% | -7.2% | -6.8% |
| 7D | -1.5% | +8.8% | -10.3% | -5.3% |
| 30D | +2.8% | +8.9% | -6.2% | -1.4% |
| 3M | -19.2% | +2.0% | -21.3% | -20.2% |
| 6M | -21.0% | -0.6% | -20.3% | -21.3% |
| YTD | -31.0% | +1.3% | -32.3% | -32.0% |
| 1Y | -21.1% | +1.3% | -22.3% | -22.3% |
| 3Y | +48.8% | +16.3% | +32.5% | +34.0% |
| 5Y | -21.5% | -25.1% | +3.5% | -13.4% |
| 10Y | +298.1% | +121.1% | +177.1% | +210.8% |
| All | +283.0% | +368.2% | -85.3% | +142.4% |
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