+97.5%
CRL vs SUI
-0.1%
+97.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | -1.5% | +9.3% | +7.7% |
| 7D | -6.1% | +6.2% | -12.3% | -6.1% |
| 30D | +12.4% | +8.6% | +3.8% | +11.1% |
| 3M | +27.1% | +1.0% | +26.1% | +27.9% |
| 6M | +85.7% | -2.6% | +88.3% | +88.4% |
| YTD | +69.2% | -0.1% | +69.3% | +71.5% |
| 1Y | +97.5% | +0.5% | +97.1% | +97.9% |
| All | +97.5% | -0.1% | +97.6% | +97.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling