+241.9%
CORZ vs SYY
+9.1%
+232.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.2% | +1.2% | +3.7% |
| 7D | -11.2% | -7.3% | -4.0% | -11.9% |
| 30D | -26.2% | +0.1% | -26.3% | -26.3% |
| 3M | -44.1% | -8.2% | -35.9% | -44.4% |
| 6M | -52.3% | +6.3% | -58.5% | -52.6% |
| YTD | -19.2% | +7.3% | -26.6% | -17.9% |
| 1Y | -42.9% | +8.5% | -51.4% | -41.7% |
| All | +241.9% | +9.1% | +232.8% | +280.0% |
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