+2,259.5%
LITE vs SPXU
-99.5%
+2,359.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.3% | +2.7% | +4.7% |
| 7D | -1.5% | -0.1% | -1.4% | -1.6% |
| 30D | +6.7% | +0.8% | +5.8% | +7.2% |
| 3M | -6.8% | -4.7% | -2.1% | -6.5% |
| 6M | +29.4% | -29.6% | +59.1% | +14.4% |
| YTD | +139.1% | -29.9% | +169.0% | +111.9% |
| 1Y | +521.0% | -39.1% | +560.1% | +430.5% |
| 3Y | +1,535.3% | -80.0% | +1,615.3% | +947.4% |
| 5Y | +889.8% | -86.0% | +975.9% | +565.9% |
| All | +2,259.5% | -99.5% | +2,359.0% | +380.4% |
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