+4,577.2%
CNC vs SUI
+1,242.3%
+3,334.9%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.3% |
| 7D | +3.5% | -2.8% | +6.4% | +4.6% |
| 30D | +0.1% | -1.2% | +1.2% | +0.5% |
| 3M | +6.9% | -1.7% | +8.7% | +7.2% |
| 6M | +49.0% | -10.5% | +59.5% | +54.4% |
| YTD | +62.9% | -1.8% | +64.8% | +62.7% |
| 1Y | +134.0% | -4.1% | +138.1% | +135.5% |
| 3Y | +9.4% | +11.3% | -1.8% | +1.7% |
| 5Y | +4.1% | -32.1% | +36.3% | +14.9% |
| 10Y | +95.4% | +110.4% | -15.1% | +36.1% |
| All | +4,577.2% | +1,242.3% | +3,334.9% | +1,483.0% |
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 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