+2,611.3%
LRCX vs DAL
+108.8%
+2,502.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.2% | +4.3% | +1.5% |
| 7D | +26.2% | +1.4% | +24.8% | +25.6% |
| 30D | -22.4% | +9.1% | -31.4% | -25.5% |
| 3M | -28.2% | -3.5% | -24.7% | -27.2% |
| 6M | -19.0% | +23.4% | -42.4% | -26.4% |
| YTD | +37.0% | +26.0% | +10.9% | +23.1% |
| 1Y | +45.5% | +44.6% | +0.9% | +23.2% |
| 3Y | +249.7% | +162.7% | +87.0% | +117.1% |
| 5Y | +293.9% | +113.0% | +180.9% | +160.2% |
| All | +2,611.3% | +108.8% | +2,502.5% | +1,633.3% |
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