+207.0%
C vs SYY
+88.7%
+118.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.2% | -0.7% |
| 7D | +4.2% | +0.3% | +3.9% | +4.0% |
| 30D | +2.0% | -4.8% | +6.8% | +4.3% |
| 3M | -10.1% | -7.1% | -3.1% | -7.1% |
| 6M | +1.0% | +6.8% | -5.8% | -4.2% |
| YTD | +8.5% | +7.7% | +0.8% | +0.1% |
| 1Y | +25.7% | +5.7% | +20.1% | +17.2% |
| 3Y | +216.0% | +24.6% | +191.4% | +161.5% |
| 5Y | +112.3% | +15.6% | +96.7% | +79.4% |
| All | +207.0% | +88.7% | +118.3% | +95.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 10y: compounded portfolio wealth divided by compounded SYY 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…
10y analysis · Full analysis span regression · 6 months rolling