+4.1%
SYF vs CG
-14.1%
+18.1%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.5% | -4.7% | -2.3% |
| 7D | -0.4% | +9.4% | -9.9% | -4.7% |
| 30D | +4.4% | +8.7% | -4.3% | +0.1% |
| 3M | -4.7% | -15.0% | +10.3% | +2.5% |
| 6M | +1.9% | -13.2% | +15.1% | +8.2% |
| YTD | -8.9% | -26.2% | +17.2% | +4.5% |
| 1Y | +4.1% | -14.1% | +18.2% | +9.1% |
| All | +4.1% | -14.1% | +18.1% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 1y: compounded portfolio wealth divided by compounded CG 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…
1y analysis · Full analysis span regression · 6 months rolling