+2,584.7%
AVGO vs LITE
+1,770.3%
+814.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +10.7% | -6.7% | +0.3% |
| 7D | +6.1% | +3.4% | +2.7% | +4.5% |
| 30D | -2.7% | -34.9% | +32.2% | +10.8% |
| 3M | -16.9% | -21.0% | +4.1% | -13.4% |
| 6M | -19.1% | -38.5% | +19.3% | -11.2% |
| YTD | +0.3% | +75.8% | -75.5% | -30.6% |
| 1Y | -1.2% | +156.7% | -157.9% | -41.9% |
| 3Y | +272.4% | +1,498.6% | -1,226.1% | +1.7% |
| 5Y | +579.0% | +610.9% | -31.9% | +138.9% |
| 10Y | +2,584.7% | +1,670.7% | +914.1% | +616.0% |
| All | +2,584.7% | +1,770.3% | +814.4% | +616.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling