+609.5%
LITE vs ASML
+88.3%
+521.1%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -3.6% | -4.3% | -5.3% |
| 7D | -31.4% | -10.0% | -21.4% | -25.6% |
| 30D | -42.6% | -19.4% | -23.1% | -32.2% |
| 3M | -26.2% | -12.5% | -13.7% | -17.0% |
| 6M | -35.8% | +8.2% | -44.0% | -37.0% |
| YTD | +70.0% | +40.7% | +29.3% | +41.4% |
| 1Y | +232.7% | +46.1% | +186.6% | +172.0% |
| 3Y | +1,365.7% | +138.5% | +1,227.3% | +789.8% |
| 5Y | +609.5% | +84.2% | +525.3% | +343.1% |
| All | +609.5% | +88.3% | +521.1% | +343.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling