+41.2%
CRL vs SUI
+12.1%
+29.2%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.3% | -1.5% |
| 7D | -1.0% | -2.8% | +1.8% | +0.3% |
| 30D | +10.7% | -1.2% | +11.8% | +11.1% |
| 3M | +55.3% | -1.7% | +57.0% | +55.9% |
| 6M | +60.7% | -10.5% | +71.1% | +69.0% |
| YTD | +44.6% | -1.8% | +46.5% | +44.8% |
| 1Y | +77.7% | -4.1% | +81.8% | +80.0% |
| All | +41.2% | +12.1% | +29.2% | +25.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling