+1,426.5%
LITE vs XEL
+52.8%
+1,373.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.5% | -4.1% | -3.6% |
| 7D | +22.6% | +1.4% | +21.1% | +22.7% |
| 30D | -36.8% | +9.2% | -46.0% | -36.4% |
| 3M | -33.0% | +4.5% | -37.5% | -32.8% |
| 6M | -37.1% | +3.6% | -40.7% | -36.9% |
| YTD | +69.5% | +12.9% | +56.6% | +72.9% |
| 1Y | +146.1% | +4.1% | +142.0% | +145.9% |
| All | +1,426.5% | +52.8% | +1,373.7% | +1,585.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling