+5,656.1%
LITE vs QXO
-20.1%
+5,676.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.7% | +11.8% | +11.1% |
| 7D | +12.6% | +2.9% | +9.7% | +12.5% |
| 30D | +9.9% | -18.0% | +27.9% | +10.5% |
| 3M | +9.3% | -14.7% | +24.0% | +9.7% |
| 6M | +75.2% | -39.2% | +114.4% | +77.4% |
| YTD | +165.5% | -31.3% | +196.8% | +167.4% |
| 1Y | +555.0% | -39.7% | +594.6% | +561.9% |
| 3Y | +1,870.5% | -41.5% | +1,912.0% | +1,788.0% |
| 5Y | +1,009.8% | -67.0% | +1,076.8% | +964.9% |
| 10Y | +2,502.5% | +44.7% | +2,457.7% | +2,177.1% |
| All | +5,656.1% | -20.1% | +5,676.2% | +5,031.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling