+555.0%
LITE vs CDE
+39.0%
+516.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.7% | +13.8% | +12.0% |
| 7D | +12.6% | +2.3% | +10.3% | +11.4% |
| 30D | +9.9% | +18.8% | -8.9% | +2.9% |
| 3M | +9.3% | +23.5% | -14.2% | -0.2% |
| 6M | +75.2% | -8.6% | +83.9% | +72.8% |
| YTD | +165.5% | +16.0% | +149.5% | +132.3% |
| 1Y | +555.0% | +42.1% | +512.9% | +361.5% |
| All | +555.0% | +39.0% | +516.0% | +361.5% |
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 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