+446.1%
LITE vs LSCC
+18.7%
+427.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -8.6% | -10.1% | -13.7% |
| 7D | -44.6% | -4.8% | -39.7% | -43.0% |
| 30D | -55.0% | -27.1% | -27.9% | -45.9% |
| 3M | -38.3% | -23.6% | -14.7% | -27.3% |
| 6M | -48.8% | -19.8% | -28.9% | -40.9% |
| YTD | +38.3% | +33.2% | +5.1% | +24.8% |
| 1Y | +119.0% | +55.2% | +63.8% | +85.0% |
| 3Y | +1,092.0% | +70.1% | +1,021.9% | +790.6% |
| 5Y | +446.1% | +19.5% | +426.5% | +298.6% |
| All | +446.1% | +18.7% | +427.4% | +298.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 5y: compounded portfolio wealth divided by compounded LSCC 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…
5y analysis · Full analysis span regression · 6 months rolling