+146.1%
LITE vs CCL
+11.3%
+134.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.4% | +0.8% | -2.3% |
| 7D | +22.6% | -0.3% | +22.9% | +22.8% |
| 30D | -36.8% | +10.3% | -47.1% | -38.5% |
| 3M | -33.0% | +6.6% | -39.6% | -34.6% |
| 6M | -37.1% | +20.0% | -57.1% | -40.9% |
| YTD | +69.5% | -1.9% | +71.4% | +65.2% |
| 1Y | +146.1% | +10.4% | +135.7% | +133.4% |
| All | +146.1% | +11.3% | +134.8% | +133.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling