+61.9%
LIN vs SYY
+18.7%
+43.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -0.6% |
| 7D | -2.1% | -2.3% | +0.2% | -1.4% |
| 30D | -2.4% | -4.9% | +2.5% | -0.9% |
| 3M | -5.6% | +8.4% | -14.0% | -8.1% |
| 6M | -3.4% | -7.4% | +4.0% | -1.5% |
| YTD | +13.1% | +11.0% | +2.1% | +7.3% |
| 1Y | +2.5% | -0.2% | +2.7% | +1.3% |
| 3Y | +27.6% | +23.8% | +3.8% | +13.5% |
| All | +61.9% | +18.7% | +43.2% | +44.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling