+232.7%
LITE vs FOXA
+11.1%
+221.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +3.8% | -11.7% | -6.6% |
| 7D | -31.4% | +9.9% | -41.3% | -29.3% |
| 30D | -42.6% | +10.0% | -52.6% | -40.6% |
| 3M | -26.2% | +18.4% | -44.6% | -22.2% |
| 6M | -35.8% | +12.2% | -48.0% | -31.3% |
| YTD | +70.0% | -3.8% | +73.8% | +85.3% |
| 1Y | +232.7% | +8.9% | +223.8% | +253.2% |
| All | +232.7% | +11.1% | +221.7% | +253.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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