Lumentum Holdings Inc. (LITE)

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The chart shows the growth of an initial investment of $10,000 in Lumentum Holdings Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Lumentum Holdings Inc. (LITE) has returned 90.66% so far this year and 1,027.30% over the past 12 months. Looking at the last ten years, LITE has achieved an annualized return of 38.75%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Aug 4, 2015, LITE's average daily return is +0.19%, while the average monthly return is +3.96%. At this rate, your investment would double in approximately 1.5 years.

Historically, 55% of months were positive and 45% were negative. The best month was Feb 2026 with a return of +78.9%, while the worst month was May 2019 at -34.7%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.

On a daily basis, LITE closed higher 52% of trading days. The best single day was Nov 5, 2025 with a return of +23.6%, while the worst single day was Nov 12, 2018 at -33.0%.

Lumentum Holdings Inc. has an annualized alpha of 35.81%, beta of 1.41, and R² of 0.22 versus S&P 500 Index. Calculated based on daily prices since August 05, 2015.

• This stock captured 182.05% of S&P 500 Index gains but only 64.66% of its losses — a favorable profile for investors.
• R² of 0.22 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

LITE ranks 99 for risk / return — in the top 99% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Lumentum Holdings Inc. (LITE) and compare them to a chosen benchmark (S&P 500 Index).

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Lumentum Holdings Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Lumentum Holdings Inc. was 66.89%, occurring on Oct 27, 2023. Recovery took 437 trading sessions.

The current Lumentum Holdings Inc. drawdown is 12.37%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Lumentum Holdings Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Lumentum Holdings Inc. is priced in the market compared to other companies in the Communication Equipment industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.