+1,587.5%
LITE vs XEL
+176.3%
+1,411.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.7% | -1.8% |
| 7D | -13.9% | +1.7% | -15.6% | -14.3% |
| 30D | -46.9% | +8.6% | -55.5% | -48.1% |
| 3M | -28.0% | +5.1% | -33.1% | -29.0% |
| 6M | -35.2% | +2.5% | -37.7% | -35.8% |
| YTD | +58.9% | +11.0% | +47.9% | +54.6% |
| 1Y | +125.3% | +2.7% | +122.6% | +123.3% |
| 3Y | +1,344.4% | +49.7% | +1,294.7% | +1,163.8% |
| 5Y | +541.2% | +46.1% | +495.0% | +456.4% |
| 10Y | +1,587.5% | +181.5% | +1,406.0% | +1,358.9% |
| All | +1,587.5% | +176.3% | +1,411.3% | +1,358.9% |
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