+67.3%
CSGP vs SYY
+92.1%
-24.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.0% | +0.3% | +1.7% |
| 7D | -1.8% | -4.1% | +2.3% | -0.7% |
| 30D | +5.3% | +0.3% | +5.0% | +5.1% |
| 3M | +3.3% | -6.3% | +9.7% | +5.2% |
| 6M | -4.7% | +9.7% | -14.4% | -7.5% |
| YTD | -53.5% | +9.4% | -63.0% | -55.5% |
| 1Y | -53.7% | +7.3% | -61.0% | -55.5% |
| 3Y | -59.7% | +27.6% | -87.4% | -63.7% |
| 5Y | -62.5% | +12.5% | -75.0% | -64.9% |
| 10Y | +67.3% | +87.4% | -20.1% | +33.2% |
| All | +67.3% | +92.1% | -24.8% | +33.2% |
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