+1,870.5%
LITE vs SCHW
+93.3%
+1,777.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.2% | +13.3% | +12.0% |
| 7D | +12.6% | -1.3% | +13.9% | +13.1% |
| 30D | +9.9% | -0.4% | +10.3% | +9.5% |
| 3M | +9.3% | +21.7% | -12.4% | -3.3% |
| 6M | +75.2% | +13.0% | +62.3% | +59.9% |
| YTD | +165.5% | +8.0% | +157.5% | +147.0% |
| 1Y | +555.0% | +15.8% | +539.2% | +480.2% |
| 3Y | +1,870.5% | +87.7% | +1,782.7% | +1,075.1% |
| All | +1,870.5% | +93.3% | +1,777.2% | +1,075.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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