+1,563.7%
LITE vs O
+28.8%
+1,534.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.8% | +4.8% | +3.9% |
| 7D | -1.5% | -0.7% | -0.8% | -1.6% |
| 30D | +6.7% | -1.9% | +8.5% | +6.4% |
| 3M | -6.8% | +3.8% | -10.6% | -6.9% |
| 6M | +29.4% | -4.7% | +34.2% | +29.3% |
| YTD | +139.1% | +12.5% | +126.6% | +141.2% |
| 1Y | +521.0% | +10.8% | +510.2% | +525.6% |
| All | +1,563.7% | +28.8% | +1,534.8% | +1,543.0% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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