+7,131.2%
CB vs SYY
+2,468.1%
+4,663.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.2% | -3.9% | -2.6% |
| 7D | +0.2% | -7.3% | +7.5% | +3.1% |
| 30D | +9.1% | +0.1% | +9.0% | +8.7% |
| 3M | +3.4% | -8.2% | +11.6% | +6.6% |
| 6M | +14.1% | +6.3% | +7.8% | +10.8% |
| YTD | +18.0% | +7.3% | +10.7% | +12.3% |
| 1Y | +30.1% | +8.5% | +21.7% | +23.2% |
| 3Y | +71.8% | +24.9% | +46.8% | +51.5% |
| 5Y | +101.8% | +8.0% | +93.8% | +86.3% |
| 10Y | +252.1% | +107.2% | +145.0% | +126.8% |
| All | +7,131.2% | +2,468.1% | +4,663.1% | +2,113.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling