+209.9%
BKNG vs SYY
+114.2%
+95.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.1% |
| 7D | -10.7% | +1.5% | -12.2% | -11.3% |
| 30D | -18.1% | -2.3% | -15.8% | -17.2% |
| 3M | +8.5% | +5.5% | +3.0% | +5.9% |
| 6M | -0.1% | -1.0% | +0.9% | -0.6% |
| YTD | -18.2% | +14.1% | -32.3% | -24.8% |
| 1Y | -19.9% | +5.6% | -25.4% | -23.5% |
| 3Y | +41.6% | +27.9% | +13.7% | +20.0% |
| 5Y | +93.1% | +22.7% | +70.4% | +67.3% |
| All | +209.9% | +114.2% | +95.7% | +103.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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