+504.6%
CSX vs SUI
+110.1%
+394.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | -3.4% | -2.8% | -0.6% | -2.3% |
| 30D | -3.1% | -1.2% | -1.9% | -2.7% |
| 3M | +7.2% | -1.7% | +8.9% | +7.6% |
| 6M | +16.2% | -10.5% | +26.6% | +21.0% |
| YTD | +37.5% | -1.8% | +39.4% | +37.8% |
| 1Y | +53.2% | -4.1% | +57.3% | +54.7% |
| 3Y | +68.2% | +11.3% | +57.0% | +56.0% |
| 5Y | +65.2% | -32.1% | +97.3% | +87.6% |
| All | +504.6% | +110.1% | +394.5% | +424.1% |
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