+1,563.7%
LITE vs CIFR
+505.5%
+1,058.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CIFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.1% | +1.9% | +3.5% |
| 7D | -1.5% | +16.9% | -18.5% | -5.2% |
| 30D | +6.7% | -5.2% | +11.8% | +7.6% |
| 3M | -6.8% | -30.6% | +23.8% | -1.1% |
| 6M | +29.4% | +10.6% | +18.8% | +24.6% |
| YTD | +139.1% | +20.2% | +118.9% | +121.3% |
| 1Y | +521.0% | +139.7% | +381.3% | +391.7% |
| All | +1,563.7% | +505.5% | +1,058.2% | +975.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CIFR.
Daily Out/Under-Performance
Portfolio return minus CIFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIFR 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 3y: compounded portfolio wealth divided by compounded CIFR 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…
3y analysis · Full analysis span regression · 6 months rolling