+521.0%
LITE vs LRCX
+216.8%
+304.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +5.1% | -1.1% | -0.4% |
| 7D | -1.5% | +1.9% | -3.4% | -3.2% |
| 30D | +6.7% | +0.1% | +6.6% | +7.2% |
| 3M | -6.8% | -8.5% | +1.7% | -0.5% |
| 6M | +29.4% | +38.1% | -8.6% | -5.3% |
| YTD | +139.1% | +80.1% | +59.0% | +26.8% |
| 1Y | +521.0% | +208.1% | +312.9% | +134.4% |
| All | +521.0% | +216.8% | +304.2% | +134.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LRCX.
Daily Out/Under-Performance
Portfolio return minus LRCX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LRCX 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 LRCX 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