+2,502.5%
LITE vs SPXS
-99.5%
+2,602.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.6% | +9.4% | +11.9% |
| 7D | +12.6% | -1.5% | +14.2% | +11.6% |
| 30D | +9.9% | +3.7% | +6.3% | +12.0% |
| 3M | +9.3% | -9.6% | +18.9% | +6.2% |
| 6M | +75.2% | -32.4% | +107.6% | +51.2% |
| YTD | +165.5% | -28.7% | +194.1% | +137.3% |
| 1Y | +555.0% | -38.1% | +593.1% | +464.5% |
| 3Y | +1,870.5% | -80.1% | +1,950.6% | +1,162.0% |
| 5Y | +1,009.8% | -85.9% | +1,095.7% | +651.8% |
| 10Y | +2,502.5% | -99.5% | +2,602.0% | +431.2% |
| All | +2,502.5% | -99.5% | +2,602.0% | +431.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 10y: compounded portfolio wealth divided by compounded SPXS 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…
10y analysis · Full analysis span regression · 6 months rolling