+11.0%
SUNB vs COO
-22.9%
+33.9%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +5.9% | -9.2% | -3.8% |
| 7D | -2.6% | +8.4% | -11.1% | -3.4% |
| 30D | +4.3% | +13.5% | -9.2% | +2.9% |
| 3M | +0.8% | -13.8% | +14.5% | +3.1% |
| 6M | +9.2% | +4.7% | +4.5% | +5.9% |
| All | +11.0% | -22.9% | +33.9% | +13.5% |
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