-5.0%
AVGO vs LITE
+132.4%
-137.3%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.8% | +5.7% | +4.3% |
| 7D | 0.0% | -13.9% | +13.9% | +3.1% |
| 30D | -8.2% | -46.9% | +38.8% | +4.2% |
| 3M | -21.3% | -28.0% | +6.8% | -17.0% |
| 6M | -22.5% | -35.2% | +12.7% | -18.3% |
| YTD | -3.6% | +58.9% | -62.4% | -21.1% |
| All | -5.0% | +132.4% | -137.3% | -32.5% |
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