+2,614.7%
LITE vs CPAY
+144.7%
+2,470.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.2% |
| 7D | +13.6% | -2.5% | +16.1% | +14.9% |
| 30D | +21.6% | +1.3% | +20.3% | +20.1% |
| 3M | +20.3% | +13.5% | +6.9% | +10.3% |
| 6M | +54.4% | +24.7% | +29.6% | +31.9% |
| YTD | +168.3% | +34.9% | +133.4% | +115.8% |
| 1Y | +551.8% | +29.7% | +522.1% | +431.1% |
| 3Y | +1,891.5% | +49.4% | +1,842.1% | +1,448.5% |
| 5Y | +1,014.7% | +53.5% | +961.2% | +732.4% |
| 10Y | +2,614.7% | +152.5% | +2,462.3% | +1,317.4% |
| All | +2,614.7% | +144.7% | +2,470.0% | +1,317.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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