+125.3%
LITE vs FOXA
+2.8%
+122.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.9% |
| 7D | -13.9% | +0.4% | -14.3% | -13.7% |
| 30D | -46.9% | +7.9% | -54.9% | -45.5% |
| 3M | -28.0% | +6.7% | -34.7% | -26.1% |
| 6M | -35.2% | +7.5% | -42.7% | -31.7% |
| YTD | +58.9% | -6.9% | +65.8% | +66.3% |
| 1Y | +125.3% | +2.2% | +123.1% | +130.0% |
| All | +125.3% | +2.8% | +122.5% | +130.0% |
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