+216.7%
CTVA vs SYY
+34.3%
+182.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -1.1% |
| 7D | -4.5% | +3.9% | -8.5% | -5.9% |
| 30D | +11.3% | -1.7% | +13.1% | +12.0% |
| 3M | +12.3% | +5.2% | +7.1% | +10.1% |
| 6M | +7.2% | -0.2% | +7.4% | +6.1% |
| YTD | +26.0% | +15.4% | +10.6% | +17.4% |
| 1Y | +16.0% | +5.6% | +10.4% | +11.8% |
| 3Y | +73.9% | +28.9% | +45.0% | +53.3% |
| 5Y | +103.8% | +24.1% | +79.7% | +79.0% |
| All | +216.7% | +34.3% | +182.4% | +162.2% |
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