+463.9%
LLY vs SYY
+12.5%
+451.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.0% | +2.3% | +3.9% |
| 7D | +0.1% | -4.1% | +4.2% | +0.8% |
| 30D | +19.7% | +0.3% | +19.4% | +19.6% |
| 3M | +19.3% | -6.3% | +25.6% | +20.7% |
| 6M | +49.3% | +9.7% | +39.6% | +46.8% |
| YTD | +32.0% | +9.4% | +22.6% | +28.8% |
| 1Y | +53.7% | +7.3% | +46.4% | +50.6% |
| 3Y | +143.7% | +27.6% | +116.1% | +127.5% |
| 5Y | +463.9% | +12.5% | +451.3% | +429.9% |
| All | +463.9% | +12.5% | +451.4% | +429.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling