+17.8%
AVGO vs LITE
+543.3%
-525.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.0% | -3.8% | -0.7% |
| 7D | -3.0% | -1.5% | -1.4% | -2.7% |
| 30D | -14.4% | +6.7% | -21.1% | -16.4% |
| 3M | -14.4% | -6.8% | -7.7% | -14.9% |
| 6M | +13.1% | +29.4% | -16.3% | +0.7% |
| YTD | +3.8% | +139.1% | -135.3% | -24.2% |
| 1Y | +17.8% | +521.0% | -503.2% | -44.2% |
| All | +17.8% | +543.3% | -525.5% | -44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LITE.
Daily Out/Under-Performance
Portfolio return minus LITE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LITE 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 LITE 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