+2,331.0%
LITE vs ASML
+1,647.0%
+684.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +4.2% | -0.2% | +1.1% |
| 7D | -1.5% | +1.1% | -2.6% | -2.2% |
| 30D | +6.7% | +2.2% | +4.5% | +5.5% |
| 3M | -6.8% | -2.3% | -4.5% | -4.1% |
| 6M | +29.4% | +23.0% | +6.5% | +14.3% |
| YTD | +139.1% | +61.1% | +78.0% | +74.2% |
| 1Y | +521.0% | +129.1% | +391.9% | +261.4% |
| 3Y | +1,535.3% | +165.4% | +1,369.9% | +741.0% |
| 5Y | +889.8% | +109.5% | +780.4% | +459.1% |
| All | +2,331.0% | +1,647.0% | +684.0% | +128.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling