+3,406.8%
LITE vs XLK
+805.5%
+2,601.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +3.7% | +7.0% | +6.0% |
| 7D | -12.9% | -1.9% | -11.0% | -9.4% |
| 30D | -46.0% | -14.0% | -31.9% | -32.6% |
| 3M | -33.0% | -9.0% | -24.0% | -21.2% |
| 6M | -34.0% | -2.4% | -31.6% | -26.5% |
| YTD | +61.7% | +19.1% | +42.6% | +43.9% |
| 1Y | +148.3% | +19.2% | +129.1% | +124.4% |
| 3Y | +1,408.5% | +99.1% | +1,309.4% | +749.6% |
| 5Y | +546.2% | +112.0% | +434.2% | +238.7% |
| 10Y | +1,533.3% | +699.4% | +833.9% | +145.4% |
| All | +3,406.8% | +805.5% | +2,601.3% | +400.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling