+32.2%
CB vs SYF
+4.2%
+28.0%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.1% |
| 7D | +5.3% | -0.4% | +5.7% | +5.3% |
| 30D | +13.2% | +4.4% | +8.8% | +13.1% |
| 3M | +7.8% | -4.7% | +12.5% | +7.7% |
| 6M | +15.8% | +1.9% | +13.9% | +15.9% |
| YTD | +21.0% | -8.9% | +29.9% | +21.3% |
| 1Y | +32.2% | +4.1% | +28.1% | +33.4% |
| All | +32.2% | +4.2% | +28.0% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 SYF 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