+208.1%
C vs SYY
+24.3%
+183.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.6% | 0.0% |
| 7D | -2.4% | -7.3% | +4.9% | -0.7% |
| 30D | -6.0% | +0.1% | -6.1% | -6.3% |
| 3M | -10.5% | -8.2% | -2.3% | -8.9% |
| 6M | -5.7% | +6.3% | -12.0% | -8.2% |
| YTD | +4.1% | +7.3% | -3.2% | -1.2% |
| 1Y | +20.5% | +8.5% | +12.0% | +13.5% |
| 3Y | +208.1% | +24.9% | +183.2% | +154.3% |
| All | +208.1% | +24.3% | +183.8% | +154.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling