+241.9%
CORZ vs SUI
+4.9%
+236.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.5% | +4.8% | +3.1% |
| 7D | -11.2% | +6.2% | -17.5% | -10.3% |
| 30D | -26.2% | +8.6% | -34.8% | -25.5% |
| 3M | -44.1% | +1.0% | -45.1% | -43.6% |
| 6M | -52.3% | -2.6% | -49.7% | -51.8% |
| YTD | -19.2% | -0.1% | -19.1% | -18.8% |
| 1Y | -42.9% | +0.5% | -43.4% | -42.7% |
| All | +241.9% | +4.9% | +236.9% | +239.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling