+607.3%
CEG vs SYY
+18.3%
+589.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.9% | -3.6% | -2.9% |
| 7D | +0.3% | +1.5% | -1.2% | 0.0% |
| 30D | +2.9% | -2.3% | +5.2% | +3.3% |
| 3M | +18.2% | +5.5% | +12.7% | +16.9% |
| 6M | -9.5% | -1.0% | -8.6% | -9.7% |
| YTD | -18.7% | +14.1% | -32.8% | -21.1% |
| 1Y | -10.1% | +5.6% | -15.7% | -11.6% |
| 3Y | +168.3% | +27.9% | +140.5% | +142.5% |
| All | +607.3% | +18.3% | +589.0% | +603.8% |
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