+22.5%
CCI vs SYF
+257.7%
-235.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.8% |
| 7D | -0.3% | -1.3% | +1.1% | -0.1% |
| 30D | +2.1% | -1.1% | +3.2% | +2.3% |
| 3M | -17.8% | +7.4% | -25.2% | -19.0% |
| 6M | -14.2% | +16.2% | -30.4% | -16.5% |
| YTD | -13.3% | -6.1% | -7.2% | -13.1% |
| 1Y | -16.6% | +3.4% | -20.0% | -17.8% |
| 3Y | -10.8% | +162.9% | -173.7% | -28.4% |
| 5Y | -50.3% | +85.6% | -135.9% | -58.4% |
| 10Y | +22.5% | +262.7% | -240.2% | -17.6% |
| All | +22.5% | +257.7% | -235.2% | -17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 SYF 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