+1,668.5%
LITE vs CPAY
+51.9%
+1,616.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.8% | +4.8% | +4.4% |
| 7D | -1.5% | +2.1% | -3.6% | -2.7% |
| 30D | +6.7% | +5.5% | +1.1% | +2.9% |
| 3M | -6.8% | +16.6% | -23.3% | -16.4% |
| 6M | +29.4% | +26.7% | +2.8% | +8.3% |
| YTD | +139.1% | +38.4% | +100.7% | +79.9% |
| 1Y | +521.0% | +30.1% | +490.9% | +387.0% |
| All | +1,668.5% | +51.9% | +1,616.6% | +1,009.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling