+24.0%
SYY vs RRC
+32.7%
-8.7%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | -2.8% | -1.2% | -1.6% | -2.7% |
| 30D | -5.3% | +9.4% | -14.7% | -5.6% |
| 3M | +5.1% | +7.4% | -2.3% | +4.7% |
| 6M | -5.0% | +1.5% | -6.5% | -5.0% |
| YTD | +10.7% | +19.4% | -8.7% | +10.0% |
| 1Y | +0.7% | +24.2% | -23.5% | -0.2% |
| 3Y | +24.0% | +32.8% | -8.7% | +21.4% |
| All | +24.0% | +32.7% | -8.7% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 3y: compounded portfolio wealth divided by compounded RRC 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…
3y analysis · Full analysis span regression · 6 months rolling