+501.7%
SPCX vs LITE
+1,315.4%
-813.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +10.7% | -4.9% | -3.7% |
| 7D | +4.2% | -12.9% | +17.1% | +15.4% |
| 30D | -12.6% | -46.0% | +33.4% | +40.9% |
| 3M | +6.7% | -33.0% | +39.8% | +28.0% |
| 6M | +546.4% | -22.8% | +569.2% | +601.1% |
| YTD | +552.1% | +61.7% | +490.4% | +599.5% |
| 1Y | +453.2% | +148.3% | +304.9% | +490.8% |
| All | +501.7% | +1,315.4% | -813.6% | +497.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LITE.
Daily Out/Under-Performance
Portfolio return minus LITE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LITE 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 LITE 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