+1,586.8%
CPAY vs SUI
+562.4%
+1,024.3%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.7% |
| 7D | +13.1% | +3.4% | +9.6% | +11.5% |
| 30D | +15.5% | +4.6% | +10.9% | +13.2% |
| 3M | +14.7% | +1.6% | +13.1% | +13.6% |
| 6M | +33.6% | -3.5% | +37.1% | +35.0% |
| YTD | +52.7% | -1.0% | +53.7% | +52.2% |
| 1Y | +63.5% | -1.7% | +65.3% | +63.4% |
| 3Y | +98.8% | +18.4% | +80.4% | +80.2% |
| 5Y | +88.6% | -26.3% | +114.9% | +106.0% |
| 10Y | +213.8% | +123.3% | +90.4% | +121.4% |
| All | +1,586.8% | +562.4% | +1,024.3% | +634.6% |
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