+1,533.3%
LITE vs BX
+700.3%
+833.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +3.8% | +6.9% | +8.7% |
| 7D | -12.9% | +3.3% | -16.1% | -14.2% |
| 30D | -46.0% | +9.6% | -55.5% | -48.9% |
| 3M | -33.0% | -8.7% | -24.4% | -31.2% |
| 6M | -34.0% | +2.2% | -36.3% | -37.3% |
| YTD | +61.7% | -16.2% | +77.9% | +67.7% |
| 1Y | +148.3% | -11.5% | +159.8% | +149.8% |
| 3Y | +1,408.5% | +41.0% | +1,367.5% | +1,102.4% |
| 5Y | +546.2% | +1.1% | +545.1% | +477.4% |
| 10Y | +1,533.3% | +710.1% | +823.2% | +354.7% |
| All | +1,533.3% | +700.3% | +833.0% | +354.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 10y: compounded portfolio wealth divided by compounded BX 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…
10y analysis · Full analysis span regression · 6 months rolling