+163.0%
LITE vs RCL
+25.0%
+138.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.4% | -4.9% | -4.6% |
| 7D | +10.8% | -1.2% | +12.0% | +11.1% |
| 30D | -33.4% | +17.8% | -51.3% | -35.7% |
| 3M | -32.2% | +4.9% | -37.2% | -33.5% |
| 6M | -42.1% | +23.7% | -65.8% | -44.8% |
| YTD | +61.9% | +17.8% | +44.0% | +53.2% |
| 1Y | +163.0% | +28.9% | +134.1% | +157.1% |
| All | +163.0% | +25.0% | +138.0% | +157.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 1y: compounded portfolio wealth divided by compounded RCL 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…
1y analysis · Full analysis span regression · 6 months rolling