+1,549.9%
LLY vs SU
+267.2%
+1,282.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.5% | -0.6% |
| 7D | -2.9% | +2.2% | -5.2% | -3.2% |
| 30D | -8.4% | +8.4% | -16.9% | -9.2% |
| 3M | -3.8% | +12.1% | -15.8% | -5.0% |
| 6M | +11.9% | +19.7% | -7.7% | +9.5% |
| YTD | +4.3% | +58.4% | -54.1% | -1.2% |
| 1Y | +48.5% | +67.2% | -18.8% | +39.7% |
| 3Y | +91.2% | +125.0% | -33.8% | +72.9% |
| 5Y | +387.5% | +355.1% | +32.4% | +300.1% |
| All | +1,549.9% | +267.2% | +1,282.7% | +1,312.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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