+143.7%
LLY vs SYY
+26.4%
+117.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.0% | +2.3% | +3.9% |
| 7D | +0.1% | -4.1% | +4.2% | +0.7% |
| 30D | +19.7% | +0.3% | +19.4% | +19.7% |
| 3M | +19.3% | -6.3% | +25.6% | +20.4% |
| 6M | +49.3% | +9.7% | +39.6% | +47.8% |
| YTD | +32.0% | +9.4% | +22.6% | +29.9% |
| 1Y | +53.7% | +7.3% | +46.4% | +51.8% |
| 3Y | +143.7% | +27.6% | +116.1% | +156.7% |
| All | +143.7% | +26.4% | +117.3% | +156.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling