+5,083.9%
LITE vs EVRG
+240.7%
+4,843.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.5% | +4.5% | +4.1% |
| 7D | -1.5% | +1.1% | -2.6% | -1.9% |
| 30D | +6.7% | -1.0% | +7.7% | +7.1% |
| 3M | -6.8% | +0.4% | -7.2% | -7.1% |
| 6M | +29.4% | -0.8% | +30.3% | +29.4% |
| YTD | +139.1% | +15.3% | +123.7% | +127.2% |
| 1Y | +521.0% | +17.9% | +503.1% | +484.7% |
| 3Y | +1,535.3% | +71.9% | +1,463.4% | +1,236.7% |
| 5Y | +889.8% | +45.3% | +844.6% | +750.5% |
| 10Y | +2,400.7% | +113.1% | +2,287.7% | +1,774.8% |
| All | +5,083.9% | +240.7% | +4,843.1% | +2,299.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling