+21,985.5%
LLY vs SYY
+4,312.6%
+17,672.8%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.6% |
| 7D | +1.4% | 0.0% | +1.4% | +1.4% |
| 30D | +21.5% | -2.2% | +23.8% | +22.2% |
| 3M | +18.5% | -8.0% | +26.5% | +21.1% |
| 6M | +49.1% | +7.5% | +41.6% | +45.9% |
| YTD | +34.4% | +7.4% | +27.0% | +30.2% |
| 1Y | +46.3% | +4.9% | +41.4% | +42.7% |
| 3Y | +145.5% | +24.1% | +121.4% | +125.7% |
| 5Y | +472.7% | +13.4% | +459.3% | +432.9% |
| 10Y | +2,050.0% | +87.5% | +1,962.4% | +1,454.8% |
| All | +21,985.5% | +4,312.6% | +17,672.8% | +4,993.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling