+555.0%
LITE vs JNJ
+55.2%
+499.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.2% | +13.3% | +9.3% |
| 7D | +12.6% | -0.8% | +13.4% | +12.1% |
| 30D | +9.9% | +4.3% | +5.6% | +13.3% |
| 3M | +9.3% | +16.5% | -7.2% | +13.7% |
| 6M | +75.2% | +13.1% | +62.1% | +84.8% |
| YTD | +165.5% | +32.1% | +133.3% | +195.2% |
| 1Y | +555.0% | +54.5% | +500.5% | +784.2% |
| All | +555.0% | +55.2% | +499.8% | +784.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JNJ.
Daily Out/Under-Performance
Portfolio return minus JNJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JNJ 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 1y: compounded portfolio wealth divided by compounded JNJ 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…
1y analysis · Full analysis span regression · 6 months rolling