+555.0%
LITE vs SCCO
+114.2%
+440.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +4.9% | +6.1% | +7.9% |
| 7D | +12.6% | +3.4% | +9.2% | +10.4% |
| 30D | +9.9% | +6.6% | +3.3% | +5.4% |
| 3M | +9.3% | +24.5% | -15.2% | -4.7% |
| 6M | +75.2% | +16.5% | +58.7% | +58.9% |
| YTD | +165.5% | +52.1% | +113.4% | +79.2% |
| 1Y | +555.0% | +114.2% | +440.8% | +354.4% |
| All | +555.0% | +114.2% | +440.8% | +354.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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