+41.0%
COR vs SYY
+7.6%
+33.5%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.1% | +1.6% | +2.4% |
| 7D | +7.6% | +0.3% | +7.3% | +7.5% |
| 30D | +6.8% | -4.8% | +11.6% | +7.7% |
| 3M | +16.0% | -7.1% | +23.1% | +18.5% |
| 6M | +41.0% | +6.8% | +34.2% | +36.5% |
| All | +41.0% | +7.6% | +33.5% | +36.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling