+146.1%
LITE vs CVX
+44.5%
+101.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.4% | -5.1% | -3.1% |
| 7D | +22.6% | +1.6% | +20.9% | +23.3% |
| 30D | -36.8% | -0.6% | -36.1% | -36.4% |
| 3M | -33.0% | +11.0% | -44.0% | -28.3% |
| 6M | -37.1% | +18.4% | -55.5% | -29.0% |
| YTD | +69.5% | +45.9% | +23.6% | +125.6% |
| 1Y | +146.1% | +46.7% | +99.4% | +225.6% |
| All | +146.1% | +44.5% | +101.6% | +225.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling