+112.7%
LITE vs WCC
+11.3%
+101.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -9.6% | -9.1% | -8.7% |
| 7D | -44.6% | -21.9% | -22.7% | -27.7% |
| 30D | -55.0% | -25.4% | -29.6% | -38.4% |
| 3M | -38.3% | -23.1% | -15.2% | -17.5% |
| 6M | -48.8% | -18.1% | -30.7% | -35.1% |
| YTD | +38.3% | +17.7% | +20.6% | +20.0% |
| All | +112.7% | +11.3% | +101.4% | +99.6% |
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