+2,331.0%
LITE vs UAL
+118.5%
+2,212.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.5% | +1.5% | +3.2% |
| 7D | -1.5% | +0.7% | -2.2% | -1.8% |
| 30D | +6.7% | -16.1% | +22.8% | +12.6% |
| 3M | -6.8% | +6.1% | -12.9% | -8.7% |
| 6M | +29.4% | +10.8% | +18.6% | +24.0% |
| YTD | +139.1% | -0.4% | +139.5% | +134.8% |
| 1Y | +521.0% | +5.0% | +516.0% | +498.9% |
| 3Y | +1,535.3% | +124.0% | +1,411.3% | +1,142.7% |
| 5Y | +889.8% | +141.0% | +748.9% | +613.5% |
| All | +2,331.0% | +118.5% | +2,212.5% | +1,638.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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