+3,068.2%
LITE vs XEL
+239.3%
+2,828.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.9% | +6.5% | +5.9% |
| 7D | -35.9% | -0.2% | -35.7% | -35.9% |
| 30D | -51.5% | +10.0% | -61.5% | -52.8% |
| 3M | -35.7% | +4.3% | -40.1% | -36.5% |
| 6M | -43.0% | +0.5% | -43.4% | -43.2% |
| YTD | +46.1% | +10.4% | +35.8% | +42.3% |
| 1Y | +124.7% | +2.0% | +122.7% | +123.0% |
| 3Y | +1,172.1% | +45.6% | +1,126.5% | +1,022.6% |
| 5Y | +477.0% | +46.6% | +430.4% | +399.7% |
| 10Y | +1,465.7% | +168.3% | +1,297.4% | +1,129.1% |
| All | +3,068.2% | +239.3% | +2,828.9% | +2,091.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling