+1,533.3%
LITE vs WCC
+492.1%
+1,041.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +8.1% | +2.6% | +6.7% |
| 7D | -12.9% | -5.7% | -7.2% | -9.7% |
| 30D | -46.0% | -13.5% | -32.5% | -41.1% |
| 3M | -33.0% | -12.9% | -20.2% | -26.7% |
| 6M | -34.0% | -10.7% | -23.4% | -28.0% |
| YTD | +61.7% | +30.0% | +31.8% | +49.3% |
| 1Y | +148.3% | +24.7% | +123.6% | +134.7% |
| 3Y | +1,408.5% | +136.6% | +1,271.9% | +988.5% |
| 5Y | +546.2% | +143.9% | +402.3% | +338.7% |
| 10Y | +1,533.3% | +465.9% | +1,067.4% | +844.2% |
| All | +1,533.3% | +492.1% | +1,041.3% | +844.2% |
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