+1,670.7%
LITE vs CVX
+202.5%
+1,468.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.0% | +9.7% | +10.3% |
| 7D | +3.4% | -1.7% | +5.1% | +4.2% |
| 30D | -34.9% | -0.8% | -34.1% | -34.5% |
| 3M | -21.0% | +9.4% | -30.4% | -23.8% |
| 6M | -38.5% | +17.5% | -56.0% | -42.6% |
| YTD | +75.8% | +43.8% | +32.0% | +49.0% |
| 1Y | +156.7% | +41.9% | +114.8% | +118.6% |
| 3Y | +1,498.6% | +69.1% | +1,429.4% | +1,157.9% |
| 5Y | +610.9% | +128.3% | +482.6% | +376.1% |
| 10Y | +1,670.7% | +204.9% | +1,465.7% | +1,092.6% |
| All | +1,670.7% | +202.5% | +1,468.1% | +1,092.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling