+131.6%
C vs SYY
+18.1%
+113.5%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | +3.2% | -2.8% | +5.9% | +4.2% |
| 30D | +1.3% | -5.3% | +6.6% | +3.3% |
| 3M | +3.1% | +5.1% | -2.0% | +0.8% |
| 6M | +29.6% | -5.0% | +34.6% | +30.8% |
| YTD | +19.0% | +10.7% | +8.3% | +11.4% |
| 1Y | +45.6% | +0.7% | +45.0% | +42.3% |
| 3Y | +269.3% | +24.0% | +245.2% | +222.0% |
| 5Y | +131.6% | +19.3% | +112.3% | +100.4% |
| All | +131.6% | +18.1% | +113.5% | +100.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling