+287.5%
CAH vs SYY
+116.5%
+171.0%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.9% |
| 7D | -5.1% | +3.9% | -9.0% | -6.2% |
| 30D | +0.2% | -1.7% | +1.9% | +0.6% |
| 3M | +6.3% | +5.2% | +1.1% | +4.7% |
| 6M | +9.4% | -0.2% | +9.6% | +8.8% |
| YTD | +15.0% | +15.4% | -0.4% | +9.1% |
| 1Y | +55.4% | +5.6% | +49.9% | +51.4% |
| 3Y | +173.8% | +28.9% | +145.0% | +148.7% |
| 5Y | +395.2% | +24.1% | +371.1% | +350.8% |
| All | +287.5% | +116.5% | +171.0% | +223.5% |
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