+41.2%
GOOGL vs SYY
+6.6%
+34.6%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | +1.8% |
| 7D | 0.0% | +3.9% | -3.9% | 0.0% |
| 30D | -1.4% | -1.7% | +0.3% | -1.4% |
| 3M | -5.3% | +5.2% | -10.5% | -5.5% |
| 6M | +9.8% | -0.2% | +10.0% | +8.3% |
| YTD | +8.4% | +15.4% | -7.0% | +9.6% |
| 1Y | +41.2% | +5.6% | +35.6% | +41.3% |
| All | +41.2% | +6.6% | +34.6% | +41.3% |
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