+1,321.8%
LITE vs WCC
+445.3%
+876.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -9.6% | -9.1% | -14.0% |
| 7D | -44.6% | -21.9% | -22.7% | -36.9% |
| 30D | -55.0% | -25.4% | -29.6% | -47.4% |
| 3M | -38.3% | -23.1% | -15.2% | -28.4% |
| 6M | -48.8% | -18.1% | -30.7% | -41.8% |
| YTD | +38.3% | +17.7% | +20.6% | +33.8% |
| 1Y | +119.0% | +12.4% | +106.6% | +117.4% |
| 3Y | +1,092.0% | +105.9% | +986.1% | +815.0% |
| 5Y | +446.1% | +116.8% | +329.3% | +291.4% |
| All | +1,321.8% | +445.3% | +876.5% | +750.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling