+30.1%
CB vs SYF
+0.3%
+29.9%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.3% | -1.8% |
| 7D | +0.2% | -2.1% | +2.4% | +0.3% |
| 30D | +9.1% | +2.5% | +6.5% | +9.0% |
| 3M | +3.4% | -6.3% | +9.7% | +3.4% |
| 6M | +14.1% | -1.5% | +15.5% | +14.3% |
| YTD | +18.0% | -10.5% | +28.5% | +18.5% |
| 1Y | +30.1% | +1.5% | +28.6% | +31.3% |
| All | +30.1% | +0.3% | +29.9% | +31.3% |
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