+2,502.5%
LITE vs XEL
+147.3%
+2,355.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.5% | +9.5% | +10.6% |
| 7D | +12.6% | +1.3% | +11.3% | +12.3% |
| 30D | +9.9% | -1.5% | +11.5% | +10.4% |
| 3M | +9.3% | -0.2% | +9.5% | +9.2% |
| 6M | +75.2% | -5.4% | +80.7% | +77.6% |
| YTD | +165.5% | +5.6% | +159.8% | +162.1% |
| 1Y | +555.0% | +10.5% | +544.5% | +536.7% |
| 3Y | +1,870.5% | +49.2% | +1,821.3% | +1,619.8% |
| 5Y | +1,009.8% | +30.1% | +979.7% | +902.8% |
| 10Y | +2,502.5% | +146.7% | +2,355.8% | +2,135.9% |
| All | +2,502.5% | +147.3% | +2,355.2% | +2,135.9% |
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