+5,656.1%
LITE vs CGNX
+193.4%
+5,462.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | 0.0% | +11.1% | +11.1% |
| 7D | +12.6% | +3.6% | +9.0% | +10.5% |
| 30D | +9.9% | -6.8% | +16.8% | +14.3% |
| 3M | +9.3% | -0.1% | +9.4% | +10.7% |
| 6M | +75.2% | +26.2% | +49.0% | +58.2% |
| YTD | +165.5% | +73.7% | +91.8% | +94.5% |
| 1Y | +555.0% | +40.4% | +514.6% | +436.0% |
| 3Y | +1,870.5% | +46.1% | +1,824.4% | +1,427.9% |
| 5Y | +1,009.8% | -25.6% | +1,035.5% | +1,039.0% |
| 10Y | +2,502.5% | +171.3% | +2,331.2% | +1,436.8% |
| All | +5,656.1% | +193.4% | +5,462.7% | +3,354.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded CGNX 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling