+521.0%
LITE vs GLW
+123.7%
+397.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +5.7% | -1.7% | -1.1% |
| 7D | -1.5% | +3.8% | -5.3% | -4.8% |
| 30D | +6.7% | -1.3% | +8.0% | +9.3% |
| 3M | -6.8% | -21.8% | +15.1% | +10.9% |
| 6M | +29.4% | +6.9% | +22.5% | +8.3% |
| YTD | +139.1% | +77.2% | +61.9% | +2.2% |
| 1Y | +521.0% | +123.2% | +397.8% | +84.9% |
| All | +521.0% | +123.7% | +397.3% | +84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GLW.
Daily Out/Under-Performance
Portfolio return minus GLW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLW 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 GLW 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