+901.5%
LITE vs LRCX
+440.9%
+460.6%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +5.1% | -1.1% | +0.4% |
| 7D | -1.5% | +1.9% | -3.4% | -2.9% |
| 30D | +6.7% | +0.1% | +6.6% | +7.2% |
| 3M | -6.8% | -8.5% | +1.7% | -0.7% |
| 6M | +29.4% | +38.1% | -8.6% | +4.4% |
| YTD | +139.1% | +80.1% | +59.0% | +58.5% |
| 1Y | +521.0% | +208.1% | +312.9% | +197.9% |
| 3Y | +1,535.3% | +350.2% | +1,185.1% | +529.6% |
| All | +901.5% | +440.9% | +460.6% | +231.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling