+251.7%
CB vs SYY
+88.7%
+162.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | -0.1% | +0.7% |
| 7D | +2.9% | +0.3% | +2.6% | +2.8% |
| 30D | +7.3% | -4.8% | +12.1% | +8.9% |
| 3M | +9.4% | -7.1% | +16.5% | +11.9% |
| 6M | +19.6% | +6.8% | +12.8% | +16.4% |
| YTD | +21.5% | +7.7% | +13.8% | +16.0% |
| 1Y | +28.0% | +5.7% | +22.3% | +23.1% |
| 3Y | +74.9% | +24.6% | +50.3% | +56.2% |
| 5Y | +108.1% | +15.6% | +92.5% | +88.8% |
| All | +251.7% | +88.7% | +162.9% | +170.6% |
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