+113.8%
SYY vs CPB
-45.3%
+159.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +1.0% |
| 7D | +3.9% | -1.8% | +5.7% | +4.2% |
| 30D | -1.7% | -7.1% | +5.3% | -0.6% |
| 3M | +5.2% | -6.0% | +11.2% | +6.0% |
| 6M | -0.2% | -5.3% | +5.1% | +0.3% |
| YTD | +15.4% | -20.8% | +36.2% | +19.5% |
| 1Y | +5.6% | -33.8% | +39.4% | +12.9% |
| 3Y | +28.9% | -43.7% | +72.6% | +40.9% |
| 5Y | +24.1% | -40.7% | +64.8% | +35.0% |
| All | +113.8% | -45.3% | +159.1% | +127.4% |
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