+245.6%
CRH vs SU
+267.2%
-21.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.2% | +1.1% |
| 7D | -6.1% | +2.2% | -8.3% | -6.7% |
| 30D | -9.3% | +8.4% | -17.7% | -11.7% |
| 3M | -15.2% | +12.1% | -27.3% | -18.8% |
| 6M | -14.2% | +19.7% | -33.9% | -20.5% |
| YTD | -28.3% | +58.4% | -86.7% | -39.6% |
| 1Y | -21.8% | +67.2% | -89.0% | -35.6% |
| 3Y | +71.6% | +125.0% | -53.4% | +24.8% |
| 5Y | +96.6% | +355.1% | -258.4% | +4.3% |
| All | +245.6% | +267.2% | -21.6% | +79.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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