+5.7%
SYY vs CG
-25.8%
+31.5%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | +1.1% |
| 7D | +0.3% | +0.2% | +0.1% | +0.3% |
| 30D | -4.8% | +11.2% | -16.0% | -4.7% |
| 3M | -7.1% | -22.1% | +15.0% | -7.2% |
| 6M | +6.8% | -17.9% | +24.7% | +7.0% |
| YTD | +7.7% | -31.3% | +39.0% | +9.3% |
| 1Y | +5.7% | -24.0% | +29.6% | +6.7% |
| All | +5.7% | -25.8% | +31.5% | +6.7% |
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