+3,068.2%
LITE vs AEE
+309.3%
+2,758.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | 0.0% | +5.6% | +5.7% |
| 7D | -35.9% | +2.1% | -38.0% | -36.4% |
| 30D | -51.5% | +11.4% | -62.9% | -53.3% |
| 3M | -35.7% | +5.0% | -40.7% | -36.8% |
| 6M | -43.0% | +4.4% | -47.4% | -44.2% |
| YTD | +46.1% | +15.4% | +30.7% | +38.4% |
| 1Y | +124.7% | +13.8% | +110.9% | +113.8% |
| 3Y | +1,172.1% | +58.0% | +1,114.1% | +960.8% |
| 5Y | +477.0% | +52.9% | +424.1% | +380.0% |
| 10Y | +1,465.7% | +205.1% | +1,260.6% | +944.7% |
| All | +3,068.2% | +309.3% | +2,758.9% | +1,534.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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