+4.4%
GOOGL vs SYY
+8.7%
-4.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.8% | -0.6% | +3.1% |
| 7D | -11.1% | -6.3% | -4.7% | -11.0% |
| 30D | -16.6% | +0.7% | -17.3% | -16.8% |
| 3M | -23.4% | -6.4% | -17.0% | -23.4% |
| 6M | -24.5% | +7.6% | -32.1% | -25.1% |
| YTD | -7.5% | +7.4% | -14.9% | -5.6% |
| 1Y | +4.4% | +8.3% | -3.9% | +6.9% |
| All | +4.4% | +8.7% | -4.4% | +6.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling