+1,380.3%
LITE vs ASML
+140.6%
+1,239.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -3.6% | -4.3% | -4.8% |
| 7D | -31.4% | -10.0% | -21.4% | -24.6% |
| 30D | -42.6% | -19.4% | -23.1% | -30.3% |
| 3M | -26.2% | -12.5% | -13.7% | -15.4% |
| 6M | -35.8% | +8.2% | -44.0% | -37.5% |
| YTD | +70.0% | +40.7% | +29.3% | +35.5% |
| 1Y | +232.7% | +46.1% | +186.6% | +159.6% |
| All | +1,380.3% | +140.6% | +1,239.7% | +589.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling