+7,100.1%
CB vs SYY
+2,518.9%
+4,581.2%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.0% | -2.4% | -1.2% |
| 7D | -1.5% | -4.1% | +2.6% | -0.1% |
| 30D | +6.5% | +0.3% | +6.2% | +6.1% |
| 3M | +4.1% | -6.3% | +10.4% | +6.4% |
| 6M | +14.4% | +9.7% | +4.7% | +9.7% |
| YTD | +17.5% | +9.4% | +8.1% | +10.9% |
| 1Y | +27.5% | +7.3% | +20.3% | +21.3% |
| 3Y | +71.6% | +27.6% | +44.0% | +50.1% |
| 5Y | +100.6% | +12.5% | +88.1% | +82.1% |
| 10Y | +243.0% | +87.4% | +155.6% | +131.4% |
| All | +7,100.1% | +2,518.9% | +4,581.2% | +2,086.4% |
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 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