+175.3%
LITE vs EIX
+8.5%
+166.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.1% | -3.7% | -3.6% |
| 7D | +22.6% | -1.5% | +24.0% | +22.6% |
| 30D | -36.8% | +8.1% | -44.9% | -37.1% |
| 3M | -33.0% | -12.1% | -20.9% | -32.5% |
| 6M | -37.1% | -13.4% | -23.6% | -38.1% |
| YTD | +69.5% | +5.6% | +63.9% | +74.3% |
| All | +175.3% | +8.5% | +166.8% | +182.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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