+124.7%
LITE vs EVRG
+19.9%
+104.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.1% | +5.5% | +5.7% |
| 7D | -35.9% | +1.9% | -37.8% | -35.8% |
| 30D | -51.5% | +9.0% | -60.5% | -52.1% |
| 3M | -35.7% | +6.3% | -42.1% | -36.2% |
| 6M | -43.0% | +9.9% | -52.9% | -44.1% |
| YTD | +46.1% | +23.8% | +22.3% | +23.7% |
| 1Y | +124.7% | +19.9% | +104.8% | +108.7% |
| All | +124.7% | +19.9% | +104.8% | +108.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 1y: compounded portfolio wealth divided by compounded EVRG 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…
1y analysis · Full analysis span regression · 6 months rolling