+3,068.2%
LITE vs XLK
+772.9%
+2,295.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.5% | +4.2% | +3.8% |
| 7D | -35.9% | -8.2% | -27.7% | -27.3% |
| 30D | -51.5% | -18.2% | -33.3% | -35.7% |
| 3M | -35.7% | -11.0% | -24.7% | -22.3% |
| 6M | -43.0% | -2.9% | -40.1% | -36.1% |
| YTD | +46.1% | +14.8% | +31.3% | +35.7% |
| 1Y | +124.7% | +14.5% | +110.2% | +112.9% |
| 3Y | +1,172.1% | +94.2% | +1,077.9% | +639.4% |
| 5Y | +477.0% | +104.6% | +372.4% | +215.4% |
| 10Y | +1,465.7% | +690.2% | +775.4% | +143.2% |
| All | +3,068.2% | +772.9% | +2,295.2% | +372.0% |
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