+4,255.7%
SYY vs LNT
+3,186.5%
+1,069.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.6% |
| 7D | -2.8% | +1.0% | -3.8% | -3.1% |
| 30D | -5.3% | -1.1% | -4.2% | -4.9% |
| 3M | +5.1% | -3.6% | +8.7% | +6.5% |
| 6M | -5.0% | -2.7% | -2.3% | -4.3% |
| YTD | +10.7% | +8.0% | +2.7% | +7.3% |
| 1Y | +0.7% | +10.5% | -9.8% | -3.3% |
| 3Y | +24.0% | +49.6% | -25.5% | +5.7% |
| 5Y | +19.3% | +32.2% | -13.0% | +5.2% |
| 10Y | +96.4% | +141.8% | -45.4% | +40.0% |
| All | +4,255.7% | +3,186.5% | +1,069.2% | +1,175.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling