+1,563.7%
LITE vs EXR
+22.7%
+1,540.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.2% | +5.2% | +4.3% |
| 7D | -1.5% | -2.6% | +1.0% | -0.9% |
| 30D | +6.7% | -7.2% | +13.8% | +8.6% |
| 3M | -6.8% | -3.5% | -3.3% | -6.9% |
| 6M | +29.4% | -5.3% | +34.7% | +29.7% |
| YTD | +139.1% | +9.4% | +129.7% | +127.5% |
| 1Y | +521.0% | +1.3% | +519.7% | +504.9% |
| All | +1,563.7% | +22.7% | +1,540.9% | +1,293.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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