+107.2%
LITE vs FOXA
+1.7%
+105.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.5% | +7.2% | +5.2% |
| 7D | -35.9% | +5.4% | -41.3% | -34.7% |
| 30D | -51.5% | +6.3% | -57.8% | -50.4% |
| 3M | -35.7% | +8.3% | -44.1% | -33.9% |
| 6M | -43.0% | +7.6% | -50.6% | -39.6% |
| YTD | +46.1% | -7.9% | +54.1% | +52.6% |
| All | +107.2% | +1.7% | +105.5% | +111.0% |
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