+2.8%
AVGO vs LITE
+140.5%
-137.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -4.5% | -0.3% | -3.7% |
| 7D | +18.2% | +10.8% | +7.4% | +15.3% |
| 30D | +0.2% | -33.4% | +33.7% | +8.3% |
| 3M | -16.8% | -32.2% | +15.4% | -11.1% |
| 6M | -16.5% | -42.1% | +25.6% | -9.8% |
| YTD | +0.8% | +61.9% | -61.0% | -17.5% |
| 1Y | +2.8% | +163.0% | -160.2% | -33.3% |
| All | +2.8% | +140.5% | -137.7% | -33.3% |
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