+5,599.1%
CNQ vs SUI
+1,602.0%
+3,997.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.5% |
| 7D | -1.8% | -3.1% | +1.4% | -0.5% |
| 30D | +11.8% | -2.3% | +14.2% | +12.7% |
| 3M | +11.1% | -2.8% | +14.0% | +12.0% |
| 6M | +12.1% | -12.4% | +24.5% | +17.2% |
| YTD | +53.4% | -3.3% | +56.7% | +54.1% |
| 1Y | +71.4% | -5.8% | +77.2% | +73.5% |
| 3Y | +75.8% | +12.5% | +63.3% | +60.9% |
| 5Y | +286.0% | -32.9% | +318.9% | +328.0% |
| 10Y | +400.8% | +104.4% | +296.4% | +237.1% |
| All | +5,599.1% | +1,602.0% | +3,997.1% | +1,427.0% |
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