+542.4%
LITE vs WCC
+145.1%
+397.3%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.8% | -1.8% |
| 7D | -13.9% | -9.9% | -4.0% | -7.2% |
| 30D | -46.9% | -13.4% | -33.5% | -40.9% |
| 3M | -28.0% | -13.5% | -14.5% | -19.1% |
| 6M | -35.2% | -10.6% | -24.6% | -28.1% |
| YTD | +58.9% | +30.1% | +28.8% | +43.0% |
| 1Y | +125.3% | +22.3% | +103.0% | +110.8% |
| 3Y | +1,344.4% | +130.3% | +1,214.1% | +874.0% |
| All | +542.4% | +145.1% | +397.3% | +290.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling