+3,154.0%
CLS vs SYY
+116.5%
+3,037.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.1% | +5.5% | +6.1% |
| 7D | +10.9% | +3.9% | +7.0% | +9.0% |
| 30D | +2.1% | -1.7% | +3.8% | +2.8% |
| 3M | -10.2% | +5.2% | -15.4% | -12.9% |
| 6M | +30.4% | -0.2% | +30.6% | +29.0% |
| YTD | +17.2% | +15.4% | +1.9% | +8.0% |
| 1Y | +41.0% | +5.6% | +35.4% | +34.3% |
| 3Y | +1,338.0% | +28.9% | +1,309.1% | +1,087.3% |
| 5Y | +3,860.6% | +24.1% | +3,836.5% | +3,216.0% |
| All | +3,154.0% | +116.5% | +3,037.5% | +2,113.6% |
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