+1,670.7%
LITE vs SPXU
-99.5%
+1,770.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -3.9% | +14.6% | +8.6% |
| 7D | +3.4% | +1.5% | +1.9% | +6.7% |
| 30D | -34.9% | +6.4% | -41.2% | -30.5% |
| 3M | -21.0% | +4.2% | -25.3% | -16.2% |
| 6M | -38.5% | -7.8% | -30.7% | -36.9% |
| YTD | +75.8% | -27.5% | +103.4% | +64.4% |
| 1Y | +156.7% | -27.1% | +183.8% | +145.0% |
| 3Y | +1,498.6% | -80.8% | +1,579.4% | +934.4% |
| 5Y | +610.9% | -84.1% | +695.0% | +423.8% |
| 10Y | +1,670.7% | -99.5% | +1,770.2% | +241.1% |
| All | +1,670.7% | -99.5% | +1,770.2% | +241.1% |
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