+50.7%
LLY vs SYY
+3.3%
+47.4%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -8.3% |
| 3M | -1.6% | +5.9% | -7.5% | -1.9% |
| 6M | +11.8% | -2.3% | +14.2% | +10.6% |
| YTD | +5.1% | +13.1% | -8.0% | +6.0% |
| 1Y | +50.7% | +3.8% | +47.0% | +56.4% |
| All | +50.7% | +3.3% | +47.4% | +56.4% |
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