+11,530.6%
LIN vs SYY
+2,714.9%
+8,815.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.2% | +0.6% |
| 7D | +2.0% | +4.7% | -2.7% | +0.3% |
| 30D | +7.9% | -0.7% | +8.5% | +7.8% |
| 3M | +6.3% | -6.8% | +13.1% | +8.5% |
| 6M | +6.5% | +8.6% | -2.2% | +2.9% |
| YTD | +23.6% | +8.4% | +15.2% | +17.9% |
| 1Y | +25.7% | +7.1% | +18.6% | +20.4% |
| 3Y | +35.6% | +25.2% | +10.4% | +21.4% |
| 5Y | +65.9% | +13.0% | +52.9% | +52.8% |
| 10Y | +412.1% | +88.9% | +323.2% | +260.1% |
| All | +11,530.6% | +2,714.9% | +8,815.7% | +3,714.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling