+2,898.2%
LITE vs XOP
+34.3%
+2,863.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -2.9% | -15.8% | -17.8% |
| 7D | -44.6% | -12.7% | -31.8% | -41.9% |
| 30D | -55.0% | -7.6% | -47.4% | -53.8% |
| 3M | -38.3% | +5.8% | -44.1% | -39.4% |
| 6M | -48.8% | -2.7% | -46.0% | -48.4% |
| YTD | +38.3% | +39.7% | -1.4% | +23.2% |
| 1Y | +119.0% | +42.4% | +76.6% | +94.2% |
| 3Y | +1,092.0% | +26.4% | +1,065.6% | +997.8% |
| 5Y | +446.1% | +78.9% | +367.1% | +347.2% |
| 10Y | +1,381.7% | +52.1% | +1,329.6% | +1,013.5% |
| All | +2,898.2% | +34.3% | +2,863.9% | +1,865.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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