+492.2%
COR vs SUI
+123.0%
+369.2%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.9% | +2.0% | +2.7% |
| 7D | +7.8% | -1.5% | +9.3% | +8.3% |
| 30D | +7.0% | +3.7% | +3.3% | +5.8% |
| 3M | +16.3% | -0.4% | +16.6% | +16.3% |
| 6M | +41.3% | -2.8% | +44.1% | +42.1% |
| YTD | +7.1% | -1.6% | +8.7% | +7.2% |
| 1Y | -0.8% | -2.1% | +1.2% | -0.7% |
| 3Y | +85.0% | +18.5% | +66.5% | +71.7% |
| 5Y | +203.9% | -26.5% | +230.4% | +225.5% |
| All | +492.2% | +123.0% | +369.2% | +382.5% |
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