-6.1%
SUNB vs COO
-16.7%
+10.7%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.5% | +5.4% | +4.3% |
| 7D | -6.3% | -2.2% | -4.1% | -5.8% |
| 30D | -14.2% | -7.0% | -7.1% | -12.8% |
| 3M | -14.7% | +12.2% | -27.0% | -17.4% |
| 6M | -7.9% | -15.1% | +7.2% | -6.5% |
| All | -6.1% | -16.7% | +10.7% | -4.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling