+2,547.4%
LRCX vs DAL
+128.3%
+2,419.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.3% |
| 7D | -3.6% | +10.7% | -14.3% | -7.7% |
| 30D | -30.3% | +12.5% | -42.8% | -34.0% |
| 3M | -27.3% | +3.6% | -31.0% | -28.6% |
| 6M | -24.2% | +26.7% | -51.0% | -32.0% |
| YTD | +30.3% | +34.3% | -4.0% | +13.9% |
| 1Y | +34.3% | +59.1% | -24.8% | +9.0% |
| 3Y | +232.6% | +179.9% | +52.8% | +100.8% |
| 5Y | +286.2% | +119.1% | +167.0% | +151.4% |
| 10Y | +2,547.4% | +125.6% | +2,421.8% | +1,481.9% |
| All | +2,547.4% | +128.3% | +2,419.2% | +1,481.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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