+22.7%
SYY vs LNT
+30.4%
-7.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.3% |
| 7D | +1.5% | -1.1% | +2.6% | +1.9% |
| 30D | -2.3% | -1.9% | -0.4% | -1.6% |
| 3M | +5.5% | -7.2% | +12.7% | +8.7% |
| 6M | -1.0% | -3.9% | +2.9% | +0.4% |
| YTD | +14.1% | +5.9% | +8.3% | +11.2% |
| 1Y | +5.6% | +8.4% | -2.8% | +1.8% |
| 3Y | +27.9% | +46.6% | -18.7% | +9.4% |
| 5Y | +22.7% | +32.4% | -9.7% | +8.2% |
| All | +22.7% | +30.4% | -7.7% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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