+107.9%
CNC vs SUI
-5.4%
+113.3%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.5% | -2.2% | -3.6% |
| 7D | -1.0% | -3.1% | +2.1% | -0.9% |
| 30D | -1.8% | -2.3% | +0.5% | -1.7% |
| 3M | -0.7% | -2.8% | +2.1% | -0.4% |
| 6M | +47.9% | -12.4% | +60.3% | +49.1% |
| YTD | +56.9% | -3.3% | +60.2% | +56.1% |
| All | +107.9% | -5.4% | +113.3% | +133.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling