+475.2%
COR vs SUI
+120.9%
+354.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.1% |
| 7D | +2.9% | -3.8% | +6.7% | +4.0% |
| 30D | +5.8% | +3.9% | +1.9% | +4.6% |
| 3M | +11.4% | +0.2% | +11.2% | +11.2% |
| 6M | +34.5% | -4.2% | +38.6% | +35.8% |
| YTD | +4.1% | -2.5% | +6.6% | +4.4% |
| 1Y | -3.1% | -4.0% | +0.9% | -2.4% |
| 3Y | +80.9% | +16.5% | +64.3% | +68.7% |
| 5Y | +195.1% | -27.2% | +222.3% | +217.0% |
| All | +475.2% | +120.9% | +354.3% | +369.8% |
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