+17,914.9%
COR vs SUI
+3,377.0%
+14,537.8%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.7% | -4.7% | -4.2% |
| 7D | +2.8% | +8.8% | -6.0% | +0.6% |
| 30D | +7.4% | +8.9% | -1.6% | +4.9% |
| 3M | +7.3% | +2.0% | +5.3% | +6.6% |
| 6M | +11.5% | -0.6% | +12.2% | +11.5% |
| YTD | +1.2% | +1.3% | -0.2% | +0.5% |
| 1Y | -3.3% | +1.3% | -4.6% | -4.0% |
| 3Y | +78.5% | +16.3% | +62.2% | +68.2% |
| 5Y | +183.0% | -25.1% | +208.0% | +194.7% |
| 10Y | +545.4% | +121.1% | +424.3% | +396.0% |
| All | +17,914.9% | +3,377.0% | +14,537.8% | +6,530.5% |
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 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