+4,267.1%
SYY vs RRC
+1,202.2%
+3,064.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.2% |
| 7D | -2.3% | +1.3% | -3.6% | -2.4% |
| 30D | -4.9% | +10.1% | -15.1% | -5.4% |
| 3M | +8.4% | +4.0% | +4.4% | +8.1% |
| 6M | -7.4% | +1.6% | -8.9% | -7.5% |
| YTD | +11.0% | +19.7% | -8.7% | +9.8% |
| 1Y | -0.2% | +21.4% | -21.6% | -1.5% |
| 3Y | +23.8% | +29.7% | -5.9% | +21.0% |
| 5Y | +18.1% | +153.9% | -135.7% | +10.1% |
| 10Y | +94.6% | +10.8% | +83.8% | +78.2% |
| All | +4,267.1% | +1,202.2% | +3,064.9% | +3,700.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling