+112.0%
SYY vs COO
+36.7%
+75.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -6.2% | +8.4% | +4.7% |
| 7D | -0.2% | -9.0% | +8.7% | +3.5% |
| 30D | -2.7% | -16.8% | +14.1% | +4.7% |
| 3M | +5.9% | -7.5% | +13.4% | +8.7% |
| 6M | -2.3% | -16.3% | +13.9% | +4.3% |
| YTD | +13.1% | -22.5% | +35.6% | +24.5% |
| 1Y | +3.8% | -7.0% | +10.7% | +5.0% |
| 3Y | +26.7% | -27.5% | +54.2% | +35.9% |
| 5Y | +19.4% | -43.3% | +62.7% | +43.3% |
| 10Y | +112.0% | +37.6% | +74.4% | +73.1% |
| All | +112.0% | +36.7% | +75.2% | +73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 10y: compounded portfolio wealth divided by compounded COO 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…
10y analysis · Full analysis span regression · 6 months rolling