+158.1%
CNC vs SUI
+118.5%
+39.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.5% | -4.5% | -5.4% |
| 7D | +1.9% | +6.2% | -4.3% | -0.2% |
| 30D | +7.3% | +8.6% | -1.3% | +4.2% |
| 3M | +8.6% | +1.0% | +7.6% | +8.2% |
| 6M | +26.0% | -2.6% | +28.6% | +26.8% |
| YTD | +69.5% | -0.1% | +69.6% | +68.2% |
| 1Y | +88.0% | +0.5% | +87.5% | +86.2% |
| 3Y | -2.9% | +15.3% | -18.2% | -10.8% |
| 5Y | -6.0% | -26.1% | +20.2% | +1.5% |
| All | +158.1% | +118.5% | +39.6% | +134.0% |
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 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