+4,350.1%
SYY vs RRX
+3,824.6%
+525.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.5% | +4.7% | +2.7% |
| 7D | -0.2% | -0.7% | +0.5% | -0.1% |
| 30D | -2.7% | -8.0% | +5.2% | -1.1% |
| 3M | +5.9% | -25.1% | +30.9% | +11.3% |
| 6M | -2.3% | -18.3% | +15.9% | -0.2% |
| YTD | +13.1% | +14.2% | -1.1% | +6.5% |
| 1Y | +3.8% | +13.0% | -9.3% | -2.7% |
| 3Y | +26.7% | +4.2% | +22.5% | +16.1% |
| 5Y | +19.4% | +17.9% | +1.5% | +4.2% |
| 10Y | +112.0% | +220.4% | -108.5% | +47.5% |
| All | +4,350.1% | +3,824.6% | +525.5% | +2,093.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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