+32.2%
CB vs SYY
+8.7%
+23.4%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.8% | -1.7% | +1.6% |
| 7D | +5.3% | -6.3% | +11.6% | +5.9% |
| 30D | +13.2% | +0.7% | +12.5% | +13.2% |
| 3M | +7.8% | -6.4% | +14.2% | +8.3% |
| 6M | +15.8% | +7.6% | +8.2% | +16.2% |
| YTD | +21.0% | +7.4% | +13.5% | +19.4% |
| 1Y | +32.2% | +8.3% | +23.9% | +30.4% |
| All | +32.2% | +8.7% | +23.4% | +30.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling