+1,563.7%
LITE vs AXP
+110.9%
+1,452.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.1% | +5.1% | +4.9% |
| 7D | -1.5% | -2.1% | +0.6% | +0.1% |
| 30D | +6.7% | -6.5% | +13.2% | +12.1% |
| 3M | -6.8% | +4.6% | -11.4% | -11.1% |
| 6M | +29.4% | +5.4% | +24.0% | +21.8% |
| YTD | +139.1% | -11.1% | +150.2% | +155.5% |
| 1Y | +521.0% | -0.3% | +521.3% | +487.4% |
| All | +1,563.7% | +110.9% | +1,452.8% | +768.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 3y: compounded portfolio wealth divided by compounded AXP 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…
3y analysis · Full analysis span regression · 6 months rolling