+5,083.9%
LITE vs XEL
+219.9%
+4,863.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.8% | +4.8% | +4.2% |
| 7D | -1.5% | -1.0% | -0.6% | -1.3% |
| 30D | +6.7% | -1.9% | +8.6% | +7.2% |
| 3M | -6.8% | -1.9% | -4.9% | -6.5% |
| 6M | +29.4% | -7.4% | +36.9% | +31.9% |
| YTD | +139.1% | +4.1% | +135.0% | +136.9% |
| 1Y | +521.0% | +8.0% | +512.9% | +506.6% |
| 3Y | +1,535.3% | +48.4% | +1,486.9% | +1,326.5% |
| 5Y | +889.8% | +27.2% | +862.6% | +799.1% |
| 10Y | +2,400.7% | +146.8% | +2,253.9% | +1,907.1% |
| All | +5,083.9% | +219.9% | +4,863.9% | +3,546.7% |
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