+19.4%
SYY vs CG
+5.5%
+13.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.0% | +6.2% | +2.8% |
| 7D | -0.2% | -6.4% | +6.2% | +0.9% |
| 30D | -2.7% | -7.1% | +4.3% | -1.7% |
| 3M | +5.9% | -1.6% | +7.5% | +5.7% |
| 6M | -2.3% | -8.3% | +6.0% | -1.5% |
| YTD | +13.1% | -23.8% | +36.9% | +17.6% |
| 1Y | +3.8% | -28.7% | +32.5% | +9.0% |
| 3Y | +26.7% | +49.2% | -22.4% | +7.7% |
| 5Y | +19.4% | +5.5% | +13.9% | +9.3% |
| All | +19.4% | +5.5% | +13.9% | +9.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling