+43.4%
C vs SYY
+1.1%
+42.3%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.7% |
| 7D | +3.2% | -2.8% | +5.9% | +3.3% |
| 30D | +1.3% | -5.3% | +6.6% | +1.6% |
| 3M | +3.1% | +5.1% | -2.0% | +2.5% |
| 6M | +29.6% | -5.0% | +34.6% | +28.9% |
| YTD | +19.0% | +10.7% | +8.3% | +15.9% |
| All | +43.4% | +1.1% | +42.3% | +43.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling