+394.0%
CAH vs SYY
+23.4%
+370.6%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +0.7% |
| 3M | +6.3% | +5.2% | +1.1% | +4.7% |
| 6M | +9.4% | -0.2% | +9.6% | +8.9% |
| YTD | +15.0% | +15.4% | -0.4% | +8.8% |
| 1Y | +55.4% | +5.6% | +49.9% | +51.4% |
| 3Y | +173.8% | +28.9% | +145.0% | +145.4% |
| All | +394.0% | +23.4% | +370.6% | +337.3% |
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 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