+146.1%
LITE vs GLW
+35.6%
+110.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.8% | -2.8% | -2.9% |
| 7D | +22.6% | +15.5% | +7.0% | +7.6% |
| 30D | -36.8% | -19.6% | -17.2% | -21.4% |
| 3M | -33.0% | -28.5% | -4.5% | -7.5% |
| 6M | -37.1% | -39.5% | +2.5% | -4.7% |
| YTD | +69.5% | +37.2% | +32.3% | -3.4% |
| 1Y | +146.1% | +35.4% | +110.7% | +46.2% |
| All | +146.1% | +35.6% | +110.5% | +46.2% |
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