+1,483.7%
LITE vs SYY
+24.2%
+1,459.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -0.9% | +11.6% | +10.7% |
| 7D | +3.4% | 0.0% | +3.4% | +3.4% |
| 30D | -34.9% | -2.2% | -32.7% | -34.8% |
| 3M | -21.0% | -8.0% | -13.0% | -20.5% |
| 6M | -38.5% | +7.5% | -45.9% | -40.0% |
| YTD | +75.8% | +7.4% | +68.4% | +74.6% |
| 1Y | +156.7% | +4.9% | +151.8% | +154.8% |
| All | +1,483.7% | +24.2% | +1,459.5% | +1,083.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling