+1,533.3%
LITE vs SPXU
-99.5%
+1,632.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -7.0% | +17.7% | +7.0% |
| 7D | -12.9% | -1.5% | -11.4% | -11.9% |
| 30D | -46.0% | +9.7% | -55.6% | -41.5% |
| 3M | -33.0% | +8.4% | -41.5% | -27.6% |
| 6M | -34.0% | -5.7% | -28.3% | -31.7% |
| YTD | +61.7% | -25.4% | +87.2% | +53.2% |
| 1Y | +148.3% | -28.9% | +177.2% | +134.3% |
| 3Y | +1,408.5% | -81.2% | +1,489.7% | +869.7% |
| 5Y | +546.2% | -83.3% | +629.5% | +386.9% |
| 10Y | +1,533.3% | -99.5% | +1,632.8% | +235.6% |
| All | +1,533.3% | -99.5% | +1,632.8% | +235.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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