+94.1%
CRH vs SU
+348.9%
-254.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.2% | +1.0% |
| 7D | -6.1% | +2.2% | -8.3% | -6.4% |
| 30D | -9.3% | +8.4% | -17.7% | -10.6% |
| 3M | -15.2% | +12.1% | -27.3% | -17.3% |
| 6M | -14.2% | +19.7% | -33.9% | -18.2% |
| YTD | -28.3% | +58.4% | -86.7% | -36.2% |
| 1Y | -21.8% | +67.2% | -89.0% | -31.5% |
| 3Y | +71.6% | +125.0% | -53.4% | +37.8% |
| All | +94.1% | +348.9% | -254.8% | +32.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling