+176.4%
CNC vs SUI
+123.0%
+53.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +1.1% |
| 7D | +2.2% | -1.5% | +3.7% | +2.7% |
| 30D | +1.6% | +3.7% | -2.2% | +0.3% |
| 3M | +7.9% | -0.4% | +8.3% | +8.1% |
| 6M | +21.2% | -2.8% | +24.0% | +22.0% |
| YTD | +73.2% | -1.6% | +74.8% | +72.8% |
| 1Y | +97.5% | -2.1% | +99.5% | +97.4% |
| 3Y | -1.2% | +18.5% | -19.7% | -10.3% |
| 5Y | -6.1% | -26.5% | +20.5% | +1.6% |
| All | +176.4% | +123.0% | +53.4% | +151.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling