+5,656.1%
LITE vs WCC
+485.4%
+5,170.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +2.5% | +8.6% | +9.9% |
| 7D | +12.6% | +8.5% | +4.1% | +8.7% |
| 30D | +9.9% | -1.0% | +10.9% | +10.8% |
| 3M | +9.3% | +2.1% | +7.2% | +9.4% |
| 6M | +75.2% | +36.8% | +38.4% | +55.5% |
| YTD | +165.5% | +47.7% | +117.8% | +127.9% |
| 1Y | +555.0% | +66.5% | +488.5% | +437.1% |
| 3Y | +1,870.5% | +134.2% | +1,736.3% | +1,305.7% |
| 5Y | +1,009.8% | +231.6% | +778.2% | +575.1% |
| 10Y | +2,502.5% | +508.1% | +1,994.4% | +1,003.2% |
| All | +5,656.1% | +485.4% | +5,170.7% | +1,391.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling