+232.7%
LITE vs WCC
+24.5%
+208.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -9.9% | +2.1% | +2.3% |
| 7D | -31.4% | -8.8% | -22.6% | -24.8% |
| 30D | -42.6% | -16.0% | -26.6% | -31.0% |
| 3M | -26.2% | -15.2% | -11.0% | -11.7% |
| 6M | -35.8% | -8.4% | -27.4% | -28.2% |
| YTD | +70.0% | +30.1% | +39.9% | +26.8% |
| 1Y | +232.7% | +26.4% | +206.3% | +157.6% |
| All | +232.7% | +24.5% | +208.3% | +157.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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