+6.4%
LVS vs SYY
+23.4%
-17.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | 0.0% |
| 7D | -3.5% | +3.9% | -7.4% | -5.4% |
| 30D | -6.2% | -1.7% | -4.5% | -5.4% |
| 3M | -14.8% | +5.2% | -20.0% | -17.2% |
| 6M | -20.9% | -0.2% | -20.7% | -21.8% |
| YTD | -33.0% | +15.4% | -48.4% | -40.1% |
| 1Y | -20.0% | +5.6% | -25.6% | -24.4% |
| 3Y | -6.9% | +28.9% | -35.8% | -25.4% |
| All | +6.4% | +23.4% | -17.0% | -17.2% |
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