-74.1%
OPEN vs SYY
+79.9%
-153.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.9% | -7.6% | -7.2% |
| 7D | -10.5% | +1.5% | -12.1% | -11.4% |
| 30D | -21.8% | -2.3% | -19.5% | -20.9% |
| 3M | -37.5% | +5.5% | -43.0% | -39.9% |
| 6M | -44.1% | -1.0% | -43.2% | -44.7% |
| YTD | -52.0% | +14.1% | -66.1% | -56.7% |
| 1Y | -52.2% | +5.6% | -57.8% | -55.0% |
| 3Y | -25.9% | +27.9% | -53.8% | -39.1% |
| 5Y | -85.1% | +22.7% | -107.8% | -86.6% |
| All | -74.1% | +79.9% | -153.9% | -77.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling