+521.0%
LITE vs XLK
+44.7%
+476.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.7% | +3.3% | +2.6% |
| 7D | -1.5% | +0.9% | -2.4% | -3.1% |
| 30D | +6.7% | +0.7% | +5.9% | +6.2% |
| 3M | -6.8% | -2.9% | -3.8% | +1.5% |
| 6M | +29.4% | +34.3% | -4.8% | -24.6% |
| YTD | +139.1% | +30.4% | +108.7% | +46.4% |
| 1Y | +521.0% | +43.4% | +477.6% | +209.9% |
| All | +521.0% | +44.7% | +476.3% | +209.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 XLK 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