+17,561.1%
LLY vs SU
+60,256.6%
-42,695.5%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.9% |
| 7D | -2.1% | +3.6% | -5.7% | -2.2% |
| 30D | -1.6% | +7.9% | -9.5% | -1.6% |
| 3M | +2.3% | +3.5% | -1.2% | +2.3% |
| 6M | +14.9% | +19.0% | -4.1% | +14.9% |
| YTD | +7.5% | +55.0% | -47.5% | +7.4% |
| 1Y | +55.7% | +71.2% | -15.5% | +55.6% |
| 3Y | +110.6% | +117.4% | -6.8% | +110.5% |
| 5Y | +363.4% | +335.2% | +28.3% | +363.1% |
| 10Y | +1,649.0% | +248.7% | +1,400.2% | +1,647.6% |
| All | +17,561.1% | +60,256.6% | -42,695.5% | +17,715.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling