+70.1%
CB vs SYY
+25.4%
+44.7%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.2% | -1.4% |
| 7D | -0.6% | -2.8% | +2.1% | 0.0% |
| 30D | -3.9% | -5.3% | +1.4% | -2.7% |
| 3M | +4.9% | +5.1% | -0.2% | +3.9% |
| 6M | +3.3% | -5.0% | +8.3% | +4.2% |
| YTD | +8.5% | +10.7% | -2.2% | +4.3% |
| 1Y | +22.1% | +0.7% | +21.4% | +21.1% |
| 3Y | +70.1% | +24.0% | +46.1% | +57.9% |
| All | +70.1% | +25.4% | +44.7% | +57.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling