+65.1%
CSGP vs SYY
+86.7%
-21.6%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.0% | -2.0% | -2.6% |
| 7D | -3.2% | +4.7% | -7.9% | -4.5% |
| 30D | +2.2% | -0.7% | +2.9% | +2.4% |
| 3M | -3.7% | -6.8% | +3.1% | -1.8% |
| 6M | -7.4% | +8.6% | -16.1% | -9.9% |
| YTD | -54.9% | +8.4% | -63.3% | -56.7% |
| 1Y | -54.9% | +7.1% | -62.0% | -56.6% |
| 3Y | -61.9% | +25.2% | -87.1% | -65.5% |
| 5Y | -63.1% | +13.0% | -76.1% | -65.5% |
| 10Y | +65.1% | +88.9% | -23.8% | +29.8% |
| All | +65.1% | +86.7% | -21.6% | +29.8% |
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