-36.5%
CCI vs SYF
+63.1%
-99.7%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.1% | +3.8% | +2.0% |
| 7D | +3.2% | -4.2% | +7.4% | +3.7% |
| 30D | +12.2% | -1.1% | +13.3% | +12.3% |
| 3M | +23.1% | -7.9% | +31.0% | +24.1% |
| 6M | +1.3% | -1.1% | +2.4% | +1.0% |
| YTD | +4.5% | -12.6% | +17.1% | +5.5% |
| 1Y | +2.3% | -2.4% | +4.7% | +1.8% |
| 3Y | +9.8% | +156.6% | -146.8% | -13.4% |
| 5Y | -36.5% | +61.9% | -98.4% | -46.8% |
| All | -36.5% | +63.1% | -99.7% | -46.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling