+61,246.3%
SU vs COO
+5,988.7%
+55,257.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.6% |
| 7D | +3.6% | -2.2% | +5.8% | +3.7% |
| 30D | +7.9% | -7.0% | +14.9% | +8.5% |
| 3M | +3.5% | +12.2% | -8.7% | +2.3% |
| 6M | +19.0% | -15.1% | +34.1% | +20.3% |
| YTD | +55.0% | -15.1% | +70.1% | +56.6% |
| 1Y | +71.2% | +2.3% | +68.9% | +70.1% |
| 3Y | +117.4% | -23.7% | +141.1% | +120.0% |
| 5Y | +335.2% | -38.9% | +374.1% | +346.3% |
| 10Y | +248.7% | +49.9% | +198.8% | +234.7% |
| All | +61,246.3% | +5,988.7% | +55,257.6% | +49,939.9% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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