+555.0%
LITE vs CVX
+41.7%
+513.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.6% | +10.5% | +11.3% |
| 7D | +12.6% | -0.6% | +13.2% | +12.3% |
| 30D | +9.9% | +13.4% | -3.5% | +15.8% |
| 3M | +9.3% | +11.8% | -2.5% | +16.2% |
| 6M | +75.2% | +12.4% | +62.8% | +85.4% |
| YTD | +165.5% | +41.5% | +124.0% | +201.2% |
| 1Y | +555.0% | +41.6% | +513.4% | +626.6% |
| All | +555.0% | +41.7% | +513.3% | +626.6% |
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