+125.3%
LITE vs CVX
+41.3%
+84.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.7% |
| 7D | -13.9% | -6.2% | -7.7% | -16.4% |
| 30D | -46.9% | -0.4% | -46.6% | -46.3% |
| 3M | -28.0% | +9.3% | -37.3% | -23.4% |
| 6M | -35.2% | +18.4% | -53.6% | -26.9% |
| YTD | +58.9% | +42.5% | +16.4% | +107.5% |
| 1Y | +125.3% | +41.0% | +84.3% | +191.9% |
| All | +125.3% | +41.3% | +84.1% | +191.9% |
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