+1,580.3%
LLY vs SYY
+102.5%
+1,477.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.1% | -0.3% |
| 7D | -3.1% | -0.2% | -2.9% | -3.1% |
| 30D | -8.6% | -2.7% | -5.9% | -8.2% |
| 3M | -1.6% | +5.9% | -7.5% | -2.5% |
| 6M | +11.8% | -2.3% | +14.2% | +11.9% |
| YTD | +5.1% | +13.1% | -8.0% | +2.5% |
| 1Y | +50.7% | +3.8% | +47.0% | +49.0% |
| 3Y | +95.7% | +26.7% | +69.0% | +86.0% |
| 5Y | +390.2% | +19.4% | +370.7% | +367.8% |
| 10Y | +1,580.3% | +112.0% | +1,468.3% | +1,342.5% |
| All | +1,580.3% | +102.5% | +1,477.8% | +1,342.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling