+2,502.5%
LITE vs SYY
+94.9%
+2,407.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.3% | +11.3% | +11.1% |
| 7D | +12.6% | -2.8% | +15.4% | +13.5% |
| 30D | +9.9% | -5.3% | +15.2% | +11.7% |
| 3M | +9.3% | +5.1% | +4.2% | +6.9% |
| 6M | +75.2% | -5.0% | +80.2% | +76.2% |
| YTD | +165.5% | +10.7% | +154.8% | +154.9% |
| 1Y | +555.0% | +0.7% | +554.3% | +545.0% |
| 3Y | +1,870.5% | +24.0% | +1,846.4% | +1,685.9% |
| 5Y | +1,009.8% | +19.3% | +990.6% | +917.9% |
| 10Y | +2,502.5% | +96.4% | +2,406.1% | +1,798.8% |
| All | +2,502.5% | +94.9% | +2,407.6% | +1,798.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling