+125.3%
LITE vs SYY
+6.3%
+119.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.7% |
| 7D | -13.9% | +4.7% | -18.7% | -14.0% |
| 30D | -46.9% | -0.7% | -46.3% | -46.9% |
| 3M | -28.0% | -6.8% | -21.2% | -27.3% |
| 6M | -35.2% | +8.6% | -43.9% | -38.8% |
| YTD | +58.9% | +8.4% | +50.5% | +63.5% |
| 1Y | +125.3% | +7.1% | +118.2% | +129.9% |
| All | +125.3% | +6.3% | +119.0% | +129.9% |
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