+354.1%
CRL vs SUI
+120.9%
+233.1%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.2% |
| 7D | +8.9% | -3.8% | +12.7% | +11.1% |
| 30D | +14.0% | +3.9% | +10.0% | +10.4% |
| 3M | +19.8% | +0.2% | +19.6% | +18.2% |
| 6M | +102.0% | -4.2% | +106.2% | +103.6% |
| YTD | +70.8% | -2.5% | +73.4% | +69.8% |
| 1Y | +98.7% | -4.0% | +102.7% | +99.2% |
| 3Y | +98.2% | +16.5% | +81.6% | +74.8% |
| 5Y | -11.7% | -27.2% | +15.5% | +0.7% |
| All | +354.1% | +120.9% | +233.1% | +266.7% |
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