+84.6%
SYY vs CPB
-40.8%
+125.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.7% |
| 7D | +1.3% | -5.8% | +7.1% | +2.4% |
| 30D | -3.5% | +16.5% | -20.0% | -6.1% |
| 3M | -9.3% | -1.1% | -8.2% | -9.4% |
| 6M | +5.9% | +11.5% | -5.6% | +3.5% |
| YTD | +6.5% | -15.7% | +22.2% | +8.8% |
| 1Y | +4.0% | -24.7% | +28.7% | +8.4% |
| 3Y | +23.0% | -37.3% | +60.3% | +31.6% |
| 5Y | +14.3% | -35.0% | +49.4% | +22.4% |
| All | +84.6% | -40.8% | +125.3% | +92.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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