+2,502.5%
LITE vs CVX
+209.5%
+2,293.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.6% | +10.5% | +10.8% |
| 7D | +12.6% | -0.6% | +13.2% | +12.9% |
| 30D | +9.9% | +13.4% | -3.5% | +4.5% |
| 3M | +9.3% | +11.8% | -2.5% | +4.0% |
| 6M | +75.2% | +12.4% | +62.8% | +65.2% |
| YTD | +165.5% | +41.5% | +124.0% | +126.4% |
| 1Y | +555.0% | +41.6% | +513.4% | +458.0% |
| 3Y | +1,870.5% | +42.2% | +1,828.2% | +1,558.3% |
| 5Y | +1,009.8% | +166.0% | +843.9% | +593.8% |
| 10Y | +2,502.5% | +207.2% | +2,295.3% | +1,464.3% |
| All | +2,502.5% | +209.5% | +2,293.0% | +1,464.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CVX.
Daily Out/Under-Performance
Portfolio return minus CVX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVX 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CVX 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling