+91.7%
CNC vs SUI
+104.7%
-13.1%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.3% |
| 7D | -4.9% | -4.3% | -0.6% | -3.4% |
| 30D | -3.8% | -2.1% | -1.6% | -3.1% |
| 3M | -3.2% | -6.1% | +2.9% | -1.3% |
| 6M | +47.9% | -12.8% | +60.6% | +54.6% |
| YTD | +55.7% | -4.6% | +60.3% | +57.1% |
| 1Y | +106.2% | -7.7% | +113.9% | +110.5% |
| 3Y | -2.1% | +10.9% | -13.0% | -9.3% |
| 5Y | +3.4% | -32.4% | +35.8% | +15.6% |
| 10Y | +91.7% | +105.7% | -14.0% | +49.3% |
| All | +91.7% | +104.7% | -13.1% | +49.3% |
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