+1,408.5%
LITE vs WCC
+135.0%
+1,273.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +8.1% | +2.6% | +4.2% |
| 7D | -12.9% | -5.7% | -7.2% | -8.0% |
| 30D | -46.0% | -13.5% | -32.5% | -38.4% |
| 3M | -33.0% | -12.9% | -20.2% | -23.4% |
| 6M | -34.0% | -10.7% | -23.4% | -25.4% |
| YTD | +61.7% | +30.0% | +31.8% | +40.3% |
| 1Y | +148.3% | +24.7% | +123.6% | +123.4% |
| 3Y | +1,408.5% | +136.6% | +1,271.9% | +659.4% |
| All | +1,408.5% | +135.0% | +1,273.5% | +659.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling