+108.5%
CSCO vs SYY
+25.4%
+83.1%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.2% | 0.0% |
| 7D | -0.5% | -2.8% | +2.2% | 0.0% |
| 30D | -10.1% | -5.3% | -4.8% | -9.2% |
| 3M | -11.7% | +5.1% | -16.8% | -12.8% |
| 6M | +40.1% | -5.0% | +45.1% | +41.1% |
| YTD | +43.8% | +10.7% | +33.1% | +39.5% |
| 1Y | +66.6% | +0.7% | +65.9% | +65.3% |
| 3Y | +108.5% | +24.0% | +84.5% | +93.5% |
| All | +108.5% | +25.4% | +83.1% | +93.5% |
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 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