+232.7%
LITE vs ASML
+43.4%
+189.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -3.6% | -4.3% | -4.2% |
| 7D | -31.4% | -10.0% | -21.4% | -23.2% |
| 30D | -42.6% | -19.4% | -23.1% | -27.9% |
| 3M | -26.2% | -12.5% | -13.7% | -13.3% |
| 6M | -35.8% | +8.2% | -44.0% | -36.6% |
| YTD | +70.0% | +40.7% | +29.3% | +30.3% |
| 1Y | +232.7% | +46.1% | +186.6% | +139.0% |
| All | +232.7% | +43.4% | +189.4% | +139.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ASML.
Daily Out/Under-Performance
Portfolio return minus ASML return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASML 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 ASML 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