+74.5%
CSX vs SUI
+16.8%
+57.6%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -2.5% |
| 7D | -2.7% | +8.8% | -11.5% | -5.0% |
| 30D | +7.0% | +8.9% | -1.9% | +4.3% |
| 3M | -0.3% | +2.0% | -2.3% | -1.1% |
| 6M | +13.5% | -0.6% | +14.2% | +13.3% |
| YTD | +41.5% | +1.3% | +40.2% | +40.2% |
| 1Y | +45.8% | +1.3% | +44.5% | +44.4% |
| All | +74.5% | +16.8% | +57.6% | +60.8% |
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