+2,405.2%
LITE vs QXO
+34.3%
+2,371.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.3% | -2.1% | -5.3% |
| 7D | +10.4% | -8.7% | +19.1% | +10.7% |
| 30D | +14.0% | -21.0% | +35.0% | +14.7% |
| 3M | +9.7% | -18.4% | +28.1% | +10.2% |
| 6M | +39.2% | -43.0% | +82.3% | +41.1% |
| YTD | +153.9% | -36.3% | +190.1% | +156.1% |
| 1Y | +467.5% | -42.8% | +510.3% | +474.1% |
| 3Y | +1,784.2% | -45.8% | +1,830.0% | +1,723.6% |
| 5Y | +990.3% | -70.8% | +1,061.1% | +956.4% |
| All | +2,405.2% | +34.3% | +2,371.0% | +2,279.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QXO.
Daily Out/Under-Performance
Portfolio return minus QXO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QXO 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded QXO 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling