+15.3%
SYY vs LSCC
+33.9%
-18.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.5% | +6.6% | +1.5% |
| 7D | +0.3% | +7.0% | -6.7% | -0.3% |
| 30D | -4.8% | -2.3% | -2.5% | -4.9% |
| 3M | -7.1% | -12.5% | +5.5% | -6.5% |
| 6M | +6.8% | -10.6% | +17.4% | +6.2% |
| YTD | +7.7% | +52.7% | -45.0% | +1.0% |
| 1Y | +5.7% | +74.0% | -68.3% | -2.3% |
| 3Y | +24.6% | +104.8% | -80.2% | +8.3% |
| All | +15.3% | +33.9% | -18.6% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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