+5,083.9%
LITE vs MKC
+60.4%
+5,023.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.0% | +4.9% | +4.1% |
| 7D | -1.5% | -5.9% | +4.3% | -0.8% |
| 30D | +6.7% | -0.9% | +7.5% | +6.5% |
| 3M | -6.8% | +12.7% | -19.5% | -9.2% |
| 6M | +29.4% | -19.3% | +48.7% | +34.3% |
| YTD | +139.1% | -22.2% | +161.2% | +149.6% |
| 1Y | +521.0% | -23.3% | +544.3% | +548.0% |
| 3Y | +1,535.3% | -30.0% | +1,565.3% | +1,612.8% |
| 5Y | +889.8% | -33.8% | +923.6% | +930.5% |
| 10Y | +2,400.7% | +24.4% | +2,376.3% | +2,028.0% |
| All | +5,083.9% | +60.4% | +5,023.4% | +4,319.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 all: compounded portfolio wealth divided by compounded MKC 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…
all analysis · Full analysis span regression · 6 months rolling