+562.5%
LITE vs CVX
+133.8%
+428.7%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.6% | -6.1% | -4.9% |
| 7D | +10.8% | +3.4% | +7.4% | +9.9% |
| 30D | -33.4% | -1.0% | -32.5% | -33.1% |
| 3M | -32.2% | +12.2% | -44.4% | -34.1% |
| 6M | -42.1% | +20.3% | -62.4% | -44.9% |
| YTD | +61.9% | +48.3% | +13.6% | +41.8% |
| 1Y | +163.0% | +46.9% | +116.1% | +131.1% |
| 3Y | +1,358.0% | +73.1% | +1,284.9% | +1,107.0% |
| All | +562.5% | +133.8% | +428.7% | +429.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling