+129.4%
LITE vs CCL
+16.1%
+113.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +4.2% | +6.5% | +9.4% |
| 7D | -12.9% | +3.1% | -15.9% | -13.4% |
| 30D | -46.0% | +17.5% | -63.5% | -48.4% |
| 3M | -33.0% | +6.8% | -39.8% | -34.7% |
| 6M | -34.0% | +18.7% | -52.8% | -37.8% |
| YTD | +61.7% | +3.0% | +58.7% | +55.1% |
| All | +129.4% | +16.1% | +113.2% | +113.9% |
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