+1,751.5%
CLS vs SYF
+219.4%
+1,532.1%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | -0.7% | +8.6% | +8.2% |
| 7D | -10.6% | -4.3% | -6.3% | -8.6% |
| 30D | -38.4% | +1.0% | -39.5% | -38.9% |
| 3M | -29.9% | -6.4% | -23.5% | -27.9% |
| 6M | -40.6% | +1.0% | -41.6% | -41.8% |
| YTD | -24.6% | -10.7% | -13.9% | -22.3% |
| 1Y | -30.8% | +1.8% | -32.5% | -33.2% |
| 3Y | +811.7% | +165.8% | +645.9% | +435.9% |
| 5Y | +1,838.4% | +65.9% | +1,772.5% | +1,280.7% |
| 10Y | +1,751.5% | +206.0% | +1,545.5% | +847.5% |
| All | +1,751.5% | +219.4% | +1,532.1% | +847.5% |
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