+256.9%
CP vs SUI
+120.9%
+136.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.3% |
| 7D | -0.7% | -2.4% | +1.8% | +0.2% |
| 30D | +9.6% | +3.3% | +6.3% | +8.2% |
| 3M | +2.2% | +0.7% | +1.6% | +1.7% |
| 6M | +11.1% | -4.1% | +15.2% | +12.4% |
| YTD | +28.2% | -1.8% | +30.0% | +28.5% |
| 1Y | +32.2% | -4.1% | +36.2% | +33.5% |
| 3Y | +35.5% | +17.4% | +18.1% | +24.4% |
| 5Y | +26.8% | -27.0% | +53.8% | +37.5% |
| 10Y | +256.9% | +121.2% | +135.7% | +210.3% |
| All | +256.9% | +120.9% | +136.0% | +210.3% |
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 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