+19.4%
SYY vs STLA
-63.2%
+82.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.9% | +4.0% | +2.5% |
| 7D | -0.2% | +0.4% | -0.6% | -0.3% |
| 30D | -2.7% | -5.2% | +2.5% | -2.1% |
| 3M | +5.9% | -24.9% | +30.7% | +10.3% |
| 6M | -2.3% | -25.2% | +22.9% | +1.4% |
| YTD | +13.1% | -51.4% | +64.5% | +25.5% |
| 1Y | +3.8% | -40.7% | +44.4% | +9.4% |
| 3Y | +26.7% | -66.3% | +93.0% | +46.2% |
| 5Y | +19.4% | -63.2% | +82.7% | +25.7% |
| All | +19.4% | -63.2% | +82.6% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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