+1,426.5%
LITE vs SPXU
-80.8%
+1,507.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.1% | -4.7% | -2.7% |
| 7D | +22.6% | -9.4% | +31.9% | +13.7% |
| 30D | -36.8% | +7.4% | -44.2% | -29.3% |
| 3M | -33.0% | +6.2% | -39.2% | -25.6% |
| 6M | -37.1% | -7.2% | -29.8% | -34.9% |
| YTD | +69.5% | -26.8% | +96.2% | +50.2% |
| 1Y | +146.1% | -26.3% | +172.4% | +125.0% |
| All | +1,426.5% | -80.8% | +1,507.3% | +561.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling