+2,614.7%
LITE vs XLRE
+82.9%
+2,531.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +1.8% |
| 7D | +13.6% | -0.7% | +14.3% | +14.1% |
| 30D | +21.6% | -2.2% | +23.8% | +23.3% |
| 3M | +20.3% | -2.6% | +23.0% | +21.3% |
| 6M | +54.4% | +2.6% | +51.8% | +49.3% |
| YTD | +168.3% | +9.3% | +159.1% | +147.3% |
| 1Y | +551.8% | +7.2% | +544.6% | +508.1% |
| 3Y | +1,891.5% | +31.3% | +1,860.2% | +1,504.7% |
| 5Y | +1,014.7% | +8.1% | +1,006.6% | +918.8% |
| 10Y | +2,614.7% | +88.9% | +2,525.8% | +1,647.0% |
| All | +2,614.7% | +82.9% | +2,531.8% | +1,647.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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