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  • SYF vs CAG✓SelectedUSD · CAGSYF vs CAG performance historyLatest closeAs of+0.09%09/04
Stock and ETF performance explorer

SYF vs CAG

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+340.9%
CAG return
+1.9%
Excess return
+339.0%
Maximum drawdown
-66.4%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioCAGExcessAlpha
1D+0.1%-0.9%+1.0%+0.3%
7D+2.4%-3.8%+6.2%+3.2%
30D+0.8%+3.1%-2.3%+0.1%
3M+13.4%+23.5%-10.1%+8.3%
6M+16.3%-14.8%+31.2%+19.7%
YTD-3.0%-5.4%+2.4%-2.8%
1Y+5.7%-11.8%+17.5%+7.3%
3Y+160.1%-36.7%+196.8%+181.5%
5Y+88.5%-40.3%+128.8%+105.8%
10Y+263.1%-37.0%+300.1%+281.9%
All+340.9%+1.9%+339.0%+340.8%

Cumulative growth

Daily Returns

Daily percentage return beside CAG.

Daily Out/Under-Performance

Portfolio return minus CAG return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × CAG 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 CAG 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