+63.3%
LIN vs SYY
+7.8%
+55.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.2% | -3.3% | -1.8% |
| 7D | +0.2% | -7.3% | +7.5% | +2.4% |
| 30D | +6.5% | +0.1% | +6.4% | +6.1% |
| 3M | +5.5% | -8.2% | +13.7% | +8.0% |
| 6M | +3.3% | +6.3% | -2.9% | +0.8% |
| YTD | +22.0% | +7.3% | +14.7% | +16.5% |
| 1Y | +25.7% | +8.5% | +17.3% | +19.5% |
| 3Y | +36.2% | +24.9% | +11.3% | +19.3% |
| All | +63.3% | +7.8% | +55.6% | +50.5% |
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 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