+380.2%
CRL vs SUI
+115.7%
+264.4%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | -1.5% | +9.3% | +8.6% |
| 7D | -6.1% | +6.2% | -12.3% | -9.6% |
| 30D | +12.4% | +8.6% | +3.8% | +6.3% |
| 3M | +27.1% | +1.0% | +26.1% | +24.9% |
| 6M | +85.7% | -2.6% | +88.3% | +85.6% |
| YTD | +69.2% | -0.1% | +69.3% | +66.1% |
| 1Y | +97.5% | +0.5% | +97.1% | +93.1% |
| 3Y | +86.1% | +15.3% | +70.8% | +65.5% |
| 5Y | -10.0% | -26.1% | +16.1% | +1.7% |
| All | +380.2% | +115.7% | +264.4% | +294.4% |
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