+0.8%
ROL vs SYY
+25.4%
-24.6%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.3% | -2.5% |
| 7D | -3.4% | -2.8% | -0.7% | -2.7% |
| 30D | -6.9% | -5.3% | -1.7% | -5.7% |
| 3M | -24.6% | +5.1% | -29.7% | -25.6% |
| 6M | -39.5% | -5.0% | -34.5% | -39.0% |
| YTD | -41.1% | +10.7% | -51.8% | -43.8% |
| 1Y | -37.9% | +0.7% | -38.6% | -38.7% |
| 3Y | +0.8% | +24.0% | -23.2% | -7.9% |
| All | +0.8% | +25.4% | -24.6% | -7.9% |
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 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