+3,574.4%
LITE vs SYY
+182.4%
+3,392.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -3.4% |
| 7D | +22.6% | +1.3% | +21.2% | +22.2% |
| 30D | -36.8% | -3.5% | -33.2% | -36.3% |
| 3M | -33.0% | -9.3% | -23.7% | -31.5% |
| 6M | -37.1% | +5.9% | -43.0% | -38.9% |
| YTD | +69.5% | +6.5% | +63.0% | +64.0% |
| 1Y | +146.1% | +4.0% | +142.1% | +139.6% |
| 3Y | +1,440.8% | +23.0% | +1,417.9% | +1,296.6% |
| 5Y | +580.4% | +14.3% | +566.1% | +531.0% |
| 10Y | +1,606.7% | +85.8% | +1,520.9% | +1,194.5% |
| All | +3,574.4% | +182.4% | +3,392.0% | +2,801.7% |
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 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