+152.5%
CPAY vs SUI
+104.7%
+47.7%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.1% | +0.4% |
| 7D | -2.5% | -4.3% | +1.8% | -0.6% |
| 30D | +1.3% | -2.1% | +3.4% | +2.2% |
| 3M | +13.5% | -6.1% | +19.6% | +16.5% |
| 6M | +24.7% | -12.8% | +37.5% | +32.0% |
| YTD | +34.9% | -4.6% | +39.6% | +36.9% |
| 1Y | +29.7% | -7.7% | +37.4% | +33.3% |
| 3Y | +49.4% | +10.9% | +38.4% | +38.2% |
| 5Y | +53.5% | -32.4% | +85.9% | +75.5% |
| 10Y | +152.5% | +105.7% | +46.8% | +107.4% |
| All | +152.5% | +104.7% | +47.7% | +107.4% |
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