+2,502.5%
LITE vs BX
+686.2%
+1,816.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.6% | +12.6% | +11.9% |
| 7D | +12.6% | -2.0% | +14.6% | +13.7% |
| 30D | +9.9% | -2.3% | +12.2% | +10.2% |
| 3M | +9.3% | +18.5% | -9.2% | -2.6% |
| 6M | +75.2% | +23.7% | +51.5% | +50.7% |
| YTD | +165.5% | -10.4% | +175.8% | +168.8% |
| 1Y | +555.0% | -19.6% | +574.5% | +604.8% |
| 3Y | +1,870.5% | +30.8% | +1,839.7% | +1,547.9% |
| 5Y | +1,009.8% | +24.3% | +985.5% | +782.8% |
| 10Y | +2,502.5% | +679.5% | +1,823.0% | +614.0% |
| All | +2,502.5% | +686.2% | +1,816.3% | +614.0% |
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