+551.8%
LITE vs XLK
+42.3%
+509.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +13.6% | +2.3% | +11.3% | +8.6% |
| 30D | +21.6% | +0.8% | +20.7% | +20.6% |
| 3M | +20.3% | +4.1% | +16.3% | +15.3% |
| 6M | +54.4% | +34.8% | +19.6% | -11.6% |
| YTD | +168.3% | +30.8% | +137.5% | +63.1% |
| 1Y | +551.8% | +42.4% | +509.5% | +225.2% |
| All | +551.8% | +42.3% | +509.5% | +225.2% |
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