+1,668.5%
LITE vs CVX
+41.5%
+1,627.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.3% | +5.3% | +4.2% |
| 7D | -1.5% | +3.3% | -4.9% | -2.2% |
| 30D | +6.7% | +12.9% | -6.2% | +3.7% |
| 3M | -6.8% | +11.7% | -18.5% | -9.0% |
| 6M | +29.4% | +14.1% | +15.3% | +24.0% |
| YTD | +139.1% | +40.7% | +98.4% | +109.3% |
| 1Y | +521.0% | +37.5% | +483.5% | +448.0% |
| All | +1,668.5% | +41.5% | +1,627.0% | +1,335.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling