+1,563.7%
LITE vs RCL
+179.1%
+1,384.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +4.1% |
| 7D | -1.5% | -5.1% | +3.6% | +0.9% |
| 30D | +6.7% | -19.0% | +25.7% | +17.8% |
| 3M | -6.8% | -9.6% | +2.8% | -3.6% |
| 6M | +29.4% | -6.7% | +36.1% | +30.0% |
| YTD | +139.1% | -3.9% | +143.0% | +128.1% |
| 1Y | +521.0% | -25.1% | +546.1% | +591.0% |
| All | +1,563.7% | +179.1% | +1,384.6% | +638.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling