+2,614.7%
LITE vs XLK
+790.2%
+1,824.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +13.6% | +2.3% | +11.3% | +10.3% |
| 30D | +21.6% | +0.8% | +20.7% | +21.0% |
| 3M | +20.3% | +4.1% | +16.3% | +18.2% |
| 6M | +54.4% | +34.8% | +19.6% | +11.5% |
| YTD | +168.3% | +30.8% | +137.5% | +101.5% |
| 1Y | +551.8% | +42.4% | +509.5% | +354.4% |
| 3Y | +1,891.5% | +121.8% | +1,769.7% | +806.2% |
| 5Y | +1,014.7% | +146.6% | +868.1% | +344.9% |
| 10Y | +2,614.7% | +804.3% | +1,810.5% | +63.7% |
| All | +2,614.7% | +790.2% | +1,824.6% | +63.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling