+23,259.7%
CTAS vs SYY
+4,458.5%
+18,801.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.2% |
| 7D | -1.8% | -2.3% | +0.5% | -0.9% |
| 30D | -0.2% | -4.9% | +4.7% | +1.8% |
| 3M | +11.7% | +8.4% | +3.3% | +8.2% |
| 6M | +0.7% | -7.4% | +8.1% | +2.7% |
| YTD | +7.4% | +11.0% | -3.6% | +1.5% |
| 1Y | -2.1% | -0.2% | -1.9% | -3.6% |
| 3Y | +62.9% | +23.8% | +39.2% | +46.1% |
| 5Y | +111.9% | +18.1% | +93.7% | +91.7% |
| 10Y | +652.2% | +94.6% | +557.6% | +432.2% |
| All | +23,259.7% | +4,458.5% | +18,801.2% | +8,222.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling