+1,563.7%
LITE vs GPC
-1.1%
+1,564.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.1% | +2.9% | +4.0% |
| 7D | -1.5% | +1.2% | -2.7% | -1.6% |
| 30D | +6.7% | +6.0% | +0.7% | +6.4% |
| 3M | -6.8% | +42.6% | -49.4% | -10.8% |
| 6M | +29.4% | +22.8% | +6.7% | +26.5% |
| YTD | +139.1% | +15.5% | +123.6% | +132.0% |
| 1Y | +521.0% | +2.0% | +518.9% | +523.7% |
| All | +1,563.7% | -1.1% | +1,564.8% | +1,490.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 3y: compounded portfolio wealth divided by compounded GPC 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…
3y analysis · Full analysis span regression · 6 months rolling