+46.1%
GOOGL vs SYY
+1.0%
+45.1%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -1.2% |
| 7D | -2.3% | -2.3% | 0.0% | -2.3% |
| 30D | -6.6% | -4.9% | -1.7% | -6.5% |
| 3M | -9.0% | +8.4% | -17.4% | -9.4% |
| 6M | +11.8% | -7.4% | +19.2% | +10.0% |
| YTD | +8.3% | +11.0% | -2.7% | +9.6% |
| 1Y | +46.1% | -0.2% | +46.3% | +45.1% |
| All | +46.1% | +1.0% | +45.1% | +45.1% |
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