+156.7%
LITE vs TECK
+50.8%
+105.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.3% | +9.4% | +9.7% |
| 7D | +3.4% | -1.2% | +4.6% | +5.4% |
| 30D | -34.9% | -5.7% | -29.2% | -31.5% |
| 3M | -21.0% | -3.6% | -17.4% | -18.3% |
| 6M | -38.5% | -2.2% | -36.2% | -37.0% |
| YTD | +75.8% | +33.6% | +42.3% | +38.2% |
| 1Y | +156.7% | +49.0% | +107.7% | +72.3% |
| All | +156.7% | +50.8% | +105.9% | +72.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 1y: compounded portfolio wealth divided by compounded TECK 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…
1y analysis · Full analysis span regression · 6 months rolling