+1,563.7%
LITE vs EXPE
+176.2%
+1,387.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.7% | +5.7% | +4.4% |
| 7D | -1.5% | -9.5% | +8.0% | +0.5% |
| 30D | +6.7% | -6.6% | +13.3% | +7.8% |
| 3M | -6.8% | +31.4% | -38.1% | -14.8% |
| 6M | +29.4% | +35.2% | -5.7% | +15.0% |
| YTD | +139.1% | +5.8% | +133.3% | +130.2% |
| 1Y | +521.0% | +38.7% | +482.3% | +425.9% |
| All | +1,563.7% | +176.2% | +1,387.5% | +890.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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