+163.0%
LITE vs XHB
-2.2%
+165.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.7% | -5.2% | -4.6% |
| 7D | +10.8% | -0.2% | +11.0% | +10.9% |
| 30D | -33.4% | +9.9% | -43.4% | -34.2% |
| 3M | -32.2% | -6.3% | -25.9% | -30.6% |
| 6M | -42.1% | +3.8% | -45.9% | -41.9% |
| YTD | +61.9% | +0.1% | +61.7% | +63.4% |
| 1Y | +163.0% | -0.8% | +163.8% | +166.2% |
| All | +163.0% | -2.2% | +165.2% | +166.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 1y: compounded portfolio wealth divided by compounded XHB 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…
1y analysis · Full analysis span regression · 6 months rolling