-41.3%
CORZ vs SYY
+8.7%
-50.1%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +3.8% | -14.2% | -9.8% |
| 7D | -14.9% | -6.3% | -8.6% | -15.1% |
| 30D | -23.1% | +0.7% | -23.9% | -23.8% |
| 3M | -44.1% | -6.4% | -37.7% | -44.0% |
| 6M | -39.5% | +7.6% | -47.1% | -42.6% |
| YTD | -12.4% | +7.4% | -19.8% | -11.6% |
| 1Y | -41.3% | +8.3% | -49.6% | -40.8% |
| All | -41.3% | +8.7% | -50.1% | -40.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling