+3,068.2%
LITE vs SYY
+184.7%
+2,883.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.2% | +3.5% | +5.1% |
| 7D | -35.9% | -7.3% | -28.6% | -34.6% |
| 30D | -51.5% | +0.1% | -51.6% | -51.7% |
| 3M | -35.7% | -8.2% | -27.5% | -34.5% |
| 6M | -43.0% | +6.3% | -49.2% | -44.7% |
| YTD | +46.1% | +7.3% | +38.8% | +41.1% |
| 1Y | +124.7% | +8.5% | +116.2% | +115.9% |
| 3Y | +1,172.1% | +24.9% | +1,147.1% | +1,047.2% |
| 5Y | +477.0% | +8.0% | +469.0% | +443.4% |
| 10Y | +1,465.7% | +107.2% | +1,358.5% | +1,065.1% |
| All | +3,068.2% | +184.7% | +2,883.5% | +2,395.5% |
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 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