-63.1%
CSGP vs SYY
+11.9%
-75.0%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.0% | -2.0% | -2.6% |
| 7D | -3.2% | +4.7% | -7.9% | -4.7% |
| 30D | +2.2% | -0.7% | +2.9% | +2.4% |
| 3M | -3.7% | -6.8% | +3.1% | -1.5% |
| 6M | -7.4% | +8.6% | -16.1% | -10.2% |
| YTD | -54.9% | +8.4% | -63.3% | -57.4% |
| 1Y | -54.9% | +7.1% | -62.0% | -57.2% |
| 3Y | -61.9% | +25.2% | -87.1% | -67.3% |
| 5Y | -63.1% | +13.0% | -76.1% | -66.2% |
| All | -63.1% | +11.9% | -75.0% | -66.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling