+13,164.2%
GOOG vs SYY
+374.9%
+12,789.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.2% | -4.3% | -2.9% |
| 7D | -1.6% | -0.2% | -1.3% | -1.5% |
| 30D | -7.7% | -2.7% | -4.9% | -6.8% |
| 3M | -9.3% | +5.9% | -15.2% | -11.4% |
| 6M | +7.4% | -2.3% | +9.8% | +7.3% |
| YTD | +4.9% | +13.1% | -8.2% | -1.4% |
| 1Y | +37.2% | +3.8% | +33.5% | +32.9% |
| 3Y | +141.6% | +26.7% | +114.9% | +112.5% |
| 5Y | +128.8% | +19.4% | +109.3% | +104.5% |
| 10Y | +772.7% | +112.0% | +660.8% | +445.3% |
| All | +13,164.2% | +374.9% | +12,789.4% | +5,235.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling