+146.1%
LITE vs CDE
-6.7%
+152.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.9% | +1.2% | -1.8% |
| 7D | +22.6% | -2.3% | +24.8% | +23.7% |
| 30D | -36.8% | -12.1% | -24.7% | -33.6% |
| 3M | -33.0% | -23.9% | -9.1% | -26.6% |
| 6M | -37.1% | -29.0% | -8.0% | -30.8% |
| YTD | +69.5% | -19.7% | +89.2% | +51.5% |
| 1Y | +146.1% | -8.4% | +154.5% | +93.8% |
| All | +146.1% | -6.7% | +152.8% | +93.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling