+1,014.7%
LITE vs OSCR
+92.3%
+922.5%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.8% | +4.9% | +1.4% |
| 7D | +13.6% | +4.7% | +8.9% | +13.1% |
| 30D | +21.6% | +14.8% | +6.8% | +19.8% |
| 3M | +20.3% | +16.7% | +3.7% | +17.9% |
| 6M | +54.4% | +127.5% | -73.1% | +39.3% |
| YTD | +168.3% | +121.0% | +47.3% | +141.6% |
| 1Y | +551.8% | +58.4% | +493.4% | +502.4% |
| 3Y | +1,891.5% | +392.4% | +1,499.1% | +1,416.5% |
| 5Y | +1,014.7% | +80.5% | +934.3% | +728.6% |
| All | +1,014.7% | +92.3% | +922.5% | +728.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 OSCR 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