+1,533.3%
LITE vs BBY
+308.8%
+1,224.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +6.7% | +4.0% | +8.4% |
| 7D | -12.9% | +10.5% | -23.4% | -15.9% |
| 30D | -46.0% | +22.1% | -68.1% | -50.0% |
| 3M | -33.0% | +31.0% | -64.0% | -40.5% |
| 6M | -34.0% | +83.2% | -117.2% | -49.8% |
| YTD | +61.7% | +65.1% | -3.3% | +25.8% |
| 1Y | +148.3% | +41.6% | +106.6% | +106.4% |
| 3Y | +1,408.5% | +95.6% | +1,312.9% | +968.9% |
| 5Y | +546.2% | +1.0% | +545.2% | +475.3% |
| 10Y | +1,533.3% | +296.9% | +1,236.4% | +876.4% |
| All | +1,533.3% | +308.8% | +1,224.5% | +876.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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