+2,502.5%
LITE vs LRCX
+3,823.9%
-1,321.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +4.2% | +6.9% | +8.3% |
| 7D | +12.6% | +10.4% | +2.2% | +5.7% |
| 30D | +9.9% | +2.9% | +7.0% | +8.6% |
| 3M | +9.3% | -1.2% | +10.5% | +10.8% |
| 6M | +75.2% | +60.9% | +14.4% | +31.1% |
| YTD | +165.5% | +87.5% | +77.9% | +78.7% |
| 1Y | +555.0% | +206.6% | +348.3% | +233.5% |
| 3Y | +1,870.5% | +392.1% | +1,478.4% | +663.7% |
| 5Y | +1,009.8% | +478.4% | +531.4% | +269.4% |
| 10Y | +2,502.5% | +3,821.0% | -1,318.5% | +110.8% |
| All | +2,502.5% | +3,823.9% | -1,321.5% | +110.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling