+490.8%
LITE vs LRCX
+242.9%
+248.0%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +8.2% | -2.6% | -0.5% |
| 7D | -35.9% | -16.2% | -19.8% | -26.0% |
| 30D | -51.5% | -39.2% | -12.4% | -28.9% |
| 3M | -35.7% | -34.4% | -1.4% | -10.1% |
| 6M | -43.0% | -32.4% | -10.5% | -22.3% |
| YTD | +46.1% | +17.4% | +28.7% | +35.2% |
| 1Y | +124.7% | +24.2% | +100.6% | +102.9% |
| 3Y | +1,172.1% | +221.6% | +950.5% | +555.4% |
| All | +490.8% | +242.9% | +248.0% | +182.1% |
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