+1,533.3%
LITE vs CCL
-27.9%
+1,561.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +4.2% | +6.5% | +9.6% |
| 7D | -12.9% | +3.1% | -15.9% | -13.5% |
| 30D | -46.0% | +17.5% | -63.5% | -48.3% |
| 3M | -33.0% | +6.8% | -39.8% | -34.4% |
| 6M | -34.0% | +18.7% | -52.8% | -37.7% |
| YTD | +61.7% | +3.0% | +58.7% | +57.3% |
| 1Y | +148.3% | +17.7% | +130.6% | +133.0% |
| 3Y | +1,408.5% | +155.6% | +1,252.9% | +1,085.9% |
| 5Y | +546.2% | +30.2% | +516.0% | +446.0% |
| 10Y | +1,533.3% | -28.5% | +1,561.8% | +1,397.4% |
| All | +1,533.3% | -27.9% | +1,561.2% | +1,397.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 CCL 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