+49.1%
LLY vs SYY
+6.3%
+42.8%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.0% | +2.4% | +1.6% |
| 7D | +1.6% | +4.7% | -3.1% | +0.8% |
| 30D | +21.5% | -0.7% | +22.1% | +21.7% |
| 3M | +16.4% | -6.8% | +23.2% | +17.7% |
| 6M | +51.5% | +8.6% | +42.8% | +51.4% |
| YTD | +33.9% | +8.4% | +25.5% | +35.9% |
| 1Y | +49.1% | +7.1% | +42.0% | +52.0% |
| All | +49.1% | +6.3% | +42.8% | +52.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling