+0.3%
GOOGL vs LITE
+121.0%
-120.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.7% | -4.9% | +0.6% |
| 7D | +1.8% | -35.9% | +37.7% | +3.3% |
| 30D | -18.8% | -51.5% | +32.8% | -16.8% |
| 3M | -20.3% | -35.7% | +15.4% | -19.5% |
| 6M | -28.4% | -43.0% | +14.6% | -27.5% |
| YTD | -8.8% | +46.1% | -55.0% | -16.7% |
| 1Y | +0.3% | +124.7% | -124.4% | -18.2% |
| All | +0.3% | +121.0% | -120.7% | -18.2% |
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