+62,786.1%
SU vs CAG
+588.0%
+62,198.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.6% | +1.7% |
| 7D | +1.6% | -6.6% | +8.2% | +1.5% |
| 30D | +10.7% | +2.3% | +8.4% | +10.8% |
| 3M | +13.5% | +16.3% | -2.8% | +13.6% |
| 6M | +21.8% | -16.0% | +37.9% | +21.7% |
| YTD | +58.8% | -7.7% | +66.5% | +58.8% |
| 1Y | +72.0% | -16.0% | +88.1% | +71.9% |
| 3Y | +121.7% | -37.7% | +159.4% | +121.2% |
| 5Y | +350.4% | -41.2% | +391.6% | +349.6% |
| 10Y | +264.7% | -33.8% | +298.5% | +267.0% |
| All | +62,786.1% | +588.0% | +62,198.0% | +161,821.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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