+281.7%
CORZ vs SYY
+10.2%
+271.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.0% | +4.2% | +3.1% |
| 7D | -7.8% | +4.7% | -12.5% | -7.0% |
| 30D | -14.8% | -0.7% | -14.1% | -14.9% |
| 3M | -32.5% | -6.8% | -25.7% | -32.7% |
| 6M | -42.7% | +8.6% | -51.4% | -43.1% |
| YTD | -9.8% | +8.4% | -18.2% | -8.2% |
| 1Y | -31.9% | +7.1% | -39.0% | -30.8% |
| All | +281.7% | +10.2% | +271.5% | +324.8% |
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 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