+46.1%
GOOGL vs LITE
+543.3%
-497.1%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.0% | -5.2% | -1.4% |
| 7D | -2.3% | -1.5% | -0.8% | -2.3% |
| 30D | -6.6% | +6.7% | -13.3% | -7.3% |
| 3M | -9.0% | -6.8% | -2.3% | -9.1% |
| 6M | +11.8% | +29.4% | -17.6% | +6.7% |
| YTD | +8.3% | +139.1% | -130.8% | -4.2% |
| 1Y | +46.1% | +521.0% | -474.9% | +7.4% |
| All | +46.1% | +543.3% | -497.1% | +7.4% |
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