-53.3%
CSGP vs SYY
+8.7%
-62.1%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.8% | +0.2% | +3.7% |
| 7D | +18.3% | -6.3% | +24.6% | +18.7% |
| 30D | +17.8% | +0.7% | +17.1% | +18.3% |
| 3M | +9.3% | -6.4% | +15.7% | +9.4% |
| 6M | -7.9% | +7.6% | -15.5% | -6.6% |
| YTD | -51.5% | +7.4% | -59.0% | -53.5% |
| 1Y | -53.3% | +8.3% | -61.6% | -55.4% |
| All | -53.3% | +8.7% | -62.1% | -55.4% |
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