+1,568.0%
LITE vs QXO
+19.0%
+1,549.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -7.2% | +3.6% | -3.4% |
| 7D | +22.6% | +10.1% | +12.5% | +22.2% |
| 30D | -36.8% | +16.2% | -53.0% | -37.1% |
| 3M | -33.0% | -14.8% | -18.2% | -32.8% |
| 6M | -37.1% | -27.8% | -9.3% | -36.6% |
| YTD | +69.5% | -33.6% | +103.1% | +70.7% |
| 1Y | +146.1% | -31.8% | +177.9% | +147.8% |
| 3Y | +1,440.8% | -46.8% | +1,487.6% | +1,385.9% |
| 5Y | +580.4% | -63.6% | +644.1% | +553.2% |
| All | +1,568.0% | +19.0% | +1,549.0% | +1,479.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling