+2,405.2%
LITE vs AZO
+297.5%
+2,107.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.0% | -4.4% | -5.2% |
| 7D | +10.4% | -2.9% | +13.3% | +11.1% |
| 30D | +14.0% | -5.3% | +19.3% | +15.2% |
| 3M | +9.7% | -7.3% | +17.0% | +10.6% |
| 6M | +39.2% | -22.7% | +61.9% | +46.6% |
| YTD | +153.9% | -15.0% | +168.9% | +160.9% |
| 1Y | +467.5% | -32.2% | +499.8% | +516.7% |
| 3Y | +1,784.2% | +10.0% | +1,774.2% | +1,627.8% |
| 5Y | +990.3% | +85.8% | +904.5% | +724.5% |
| All | +2,405.2% | +297.5% | +2,107.7% | +1,668.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AZO 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling