+5,083.9%
LITE vs CCL
-47.1%
+5,130.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.1% | +3.9% | +4.0% |
| 7D | -1.5% | -5.0% | +3.5% | -0.2% |
| 30D | +6.7% | -20.3% | +27.0% | +12.9% |
| 3M | -6.8% | -15.1% | +8.4% | -3.3% |
| 6M | +29.4% | -15.1% | +44.6% | +33.5% |
| YTD | +139.1% | -21.8% | +160.9% | +150.2% |
| 1Y | +521.0% | -24.8% | +545.8% | +554.8% |
| 3Y | +1,535.3% | +51.9% | +1,483.4% | +1,359.7% |
| 5Y | +889.8% | +4.0% | +885.8% | +793.7% |
| 10Y | +2,400.7% | -42.2% | +2,442.9% | +2,567.5% |
| All | +5,083.9% | -47.1% | +5,130.9% | +5,408.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling