-34.0%
CCL vs SYY
+88.7%
-122.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -1.5% |
| 7D | -1.2% | +0.3% | -1.5% | -1.4% |
| 30D | +13.1% | -4.8% | +17.9% | +18.0% |
| 3M | +3.4% | -7.1% | +10.4% | +9.9% |
| 6M | +18.7% | +6.8% | +11.9% | +8.9% |
| YTD | -2.3% | +7.7% | -9.9% | -14.6% |
| 1Y | +14.2% | +5.7% | +8.5% | +1.8% |
| 3Y | +133.6% | +24.6% | +109.0% | +64.4% |
| 5Y | +33.5% | +15.6% | +17.9% | +4.9% |
| All | -34.0% | +88.7% | -122.8% | -60.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling