+1,312.5%
CLS vs SYY
+25.4%
+1,287.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.3% | +5.9% | +5.6% |
| 7D | +12.8% | -2.8% | +15.5% | +12.6% |
| 30D | +3.8% | -5.3% | +9.1% | +3.5% |
| 3M | -14.6% | +5.1% | -19.7% | -14.7% |
| 6M | +32.2% | -5.0% | +37.2% | +30.8% |
| YTD | +11.6% | +10.7% | +0.9% | +13.7% |
| 1Y | +35.1% | +0.7% | +34.4% | +35.6% |
| 3Y | +1,312.5% | +24.0% | +1,288.5% | +1,273.3% |
| All | +1,312.5% | +25.4% | +1,287.1% | +1,273.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling