+129.4%
LITE vs XLK
+17.1%
+112.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +3.7% | +7.0% | +2.9% |
| 7D | -12.9% | -1.9% | -11.0% | -7.8% |
| 30D | -46.0% | -14.0% | -31.9% | -23.8% |
| 3M | -33.0% | -9.0% | -24.0% | -14.2% |
| 6M | -34.0% | -2.4% | -31.6% | -23.6% |
| YTD | +61.7% | +19.1% | +42.6% | +27.1% |
| All | +129.4% | +17.1% | +112.3% | +104.4% |
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