+446.1%
LITE vs WMB
+180.0%
+266.1%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -5.3% | -13.4% | -14.9% |
| 7D | -44.6% | -14.2% | -30.4% | -37.6% |
| 30D | -55.0% | -11.2% | -43.8% | -50.4% |
| 3M | -38.3% | -9.9% | -28.4% | -32.7% |
| 6M | -48.8% | -14.4% | -34.4% | -42.2% |
| YTD | +38.3% | +9.2% | +29.0% | +33.8% |
| 1Y | +119.0% | +15.1% | +103.9% | +105.6% |
| 3Y | +1,092.0% | +99.2% | +992.8% | +797.2% |
| 5Y | +446.1% | +180.2% | +265.8% | +280.4% |
| All | +446.1% | +180.0% | +266.1% | +280.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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