+5.7%
SYY vs CPB
-22.0%
+27.7%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.2% | -2.0% | +0.6% |
| 7D | +0.3% | -1.6% | +1.9% | +0.6% |
| 30D | -4.8% | +19.2% | -24.0% | -7.4% |
| 3M | -7.1% | -0.9% | -6.1% | -7.4% |
| 6M | +6.8% | +15.2% | -8.4% | +4.4% |
| YTD | +7.7% | -13.1% | +20.7% | +9.4% |
| 1Y | +5.7% | -22.4% | +28.1% | +10.2% |
| All | +5.7% | -22.0% | +27.7% | +10.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling