+89.9%
CVE vs SUI
+1,180.2%
-1,090.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.2% |
| 7D | +2.5% | -2.8% | +5.3% | +3.5% |
| 30D | +16.7% | -1.2% | +17.9% | +17.0% |
| 3M | +9.3% | -1.7% | +11.0% | +9.5% |
| 6M | +43.6% | -10.5% | +54.1% | +48.3% |
| YTD | +93.6% | -1.8% | +95.4% | +93.2% |
| 1Y | +98.8% | -4.1% | +102.8% | +99.5% |
| 3Y | +73.6% | +11.3% | +62.3% | +60.7% |
| 5Y | +312.5% | -32.1% | +344.6% | +354.6% |
| 10Y | +161.0% | +110.4% | +50.6% | +74.5% |
| All | +89.9% | +1,180.2% | -1,090.3% | -52.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling