+19.3%
SYY vs LII
+25.8%
-6.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | 0.0% |
| 7D | -2.8% | +2.1% | -4.9% | -3.2% |
| 30D | -5.3% | -12.4% | +7.1% | -2.8% |
| 3M | +5.1% | -24.8% | +29.9% | +10.2% |
| 6M | -5.0% | -25.2% | +20.2% | -0.7% |
| YTD | +10.7% | -20.3% | +30.9% | +13.7% |
| 1Y | +0.7% | -32.9% | +33.6% | +7.5% |
| 3Y | +24.0% | +2.0% | +22.0% | +13.3% |
| 5Y | +19.3% | +24.4% | -5.2% | +4.6% |
| All | +19.3% | +25.8% | -6.5% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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