+2,331.0%
LITE vs WCC
+471.3%
+1,859.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.9% | +0.1% | +2.2% |
| 7D | -1.5% | +4.5% | -6.0% | -3.5% |
| 30D | +6.7% | -5.8% | +12.5% | +9.9% |
| 3M | -6.8% | -3.7% | -3.1% | -4.2% |
| 6M | +29.4% | +23.1% | +6.4% | +19.8% |
| YTD | +139.1% | +44.2% | +94.9% | +105.5% |
| 1Y | +521.0% | +62.1% | +458.9% | +408.9% |
| 3Y | +1,535.3% | +121.1% | +1,414.2% | +1,066.2% |
| 5Y | +889.8% | +214.0% | +675.9% | +492.0% |
| All | +2,331.0% | +471.3% | +1,859.7% | +932.6% |
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 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