+320.2%
CVE vs SUI
-32.0%
+352.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.2% |
| 7D | +2.5% | -2.8% | +5.3% | +3.0% |
| 30D | +16.7% | -1.2% | +17.9% | +16.9% |
| 3M | +9.3% | -1.7% | +11.0% | +9.4% |
| 6M | +43.6% | -10.5% | +54.1% | +46.3% |
| YTD | +93.6% | -1.8% | +95.4% | +93.3% |
| 1Y | +98.8% | -4.1% | +102.8% | +99.2% |
| 3Y | +73.6% | +11.3% | +62.3% | +65.7% |
| All | +320.2% | -32.0% | +352.1% | +355.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling