+2,586.1%
LITE vs CDE
+42.9%
+2,543.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.7% | +13.8% | +11.5% |
| 7D | +12.6% | +2.3% | +10.3% | +12.0% |
| 30D | +9.9% | +18.8% | -8.9% | +6.1% |
| 3M | +9.3% | +23.5% | -14.2% | +4.5% |
| 6M | +75.2% | -8.6% | +83.9% | +76.2% |
| YTD | +165.5% | +16.0% | +149.5% | +152.6% |
| 1Y | +555.0% | +42.1% | +512.9% | +499.3% |
| 3Y | +1,870.5% | +835.9% | +1,034.6% | +1,184.6% |
| 5Y | +1,009.8% | +197.6% | +812.2% | +706.7% |
| All | +2,586.1% | +42.9% | +2,543.1% | +1,606.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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