+65.2%
CSGP vs SYY
+97.7%
-32.5%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +2.2% | -6.8% | -5.3% |
| 7D | +1.3% | -7.3% | +8.5% | +3.4% |
| 30D | +10.7% | +0.1% | +10.6% | +10.6% |
| 3M | +3.3% | -8.2% | +11.5% | +5.8% |
| 6M | -10.3% | +6.3% | -16.6% | -12.1% |
| YTD | -54.6% | +7.3% | -61.9% | -56.3% |
| 1Y | -54.6% | +8.5% | -63.1% | -56.5% |
| 3Y | -60.3% | +24.9% | -85.3% | -64.0% |
| 5Y | -63.3% | +8.0% | -71.3% | -65.2% |
| All | +65.2% | +97.7% | -32.5% | +30.8% |
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