+521.0%
LITE vs SYY
+1.0%
+520.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.3% | +5.3% | +4.1% |
| 7D | -1.5% | -2.3% | +0.8% | -1.4% |
| 30D | +6.7% | -4.9% | +11.6% | +7.1% |
| 3M | -6.8% | +8.4% | -15.1% | -9.6% |
| 6M | +29.4% | -7.4% | +36.8% | +29.6% |
| YTD | +139.1% | +11.0% | +128.1% | +148.9% |
| 1Y | +521.0% | -0.2% | +521.2% | +505.5% |
| All | +521.0% | +1.0% | +520.0% | +505.5% |
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 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