+17,451.9%
COR vs SUI
+3,267.8%
+14,184.1%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.5% | -1.8% |
| 7D | +2.8% | -2.8% | +5.6% | +3.5% |
| 30D | +4.5% | -1.2% | +5.7% | +4.8% |
| 3M | +22.7% | -1.7% | +24.4% | +23.2% |
| 6M | -9.7% | -10.5% | +0.7% | -7.2% |
| YTD | -1.4% | -1.8% | +0.4% | -1.2% |
| 1Y | +13.9% | -4.1% | +18.0% | +14.7% |
| 3Y | +94.0% | +11.3% | +82.7% | +84.7% |
| 5Y | +184.0% | -32.1% | +216.1% | +203.8% |
| 10Y | +406.8% | +110.4% | +296.3% | +294.7% |
| All | +17,451.9% | +3,267.8% | +14,184.1% | +6,419.3% |
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