+1,670.7%
LITE vs XEL
+185.3%
+1,485.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.2% | +9.4% | +10.4% |
| 7D | +3.4% | +0.7% | +2.7% | +3.2% |
| 30D | -34.9% | +9.3% | -44.2% | -36.5% |
| 3M | -21.0% | +5.3% | -26.3% | -22.2% |
| 6M | -38.5% | +2.2% | -40.7% | -39.0% |
| YTD | +75.8% | +12.3% | +63.5% | +70.7% |
| 1Y | +156.7% | +3.0% | +153.7% | +154.3% |
| 3Y | +1,498.6% | +51.6% | +1,447.0% | +1,295.2% |
| 5Y | +610.9% | +50.0% | +560.9% | +512.0% |
| 10Y | +1,670.7% | +183.8% | +1,486.8% | +1,440.6% |
| All | +1,670.7% | +185.3% | +1,485.4% | +1,440.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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