+446.3%
LRCX vs DAL
+106.7%
+339.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.8% | +3.3% | +4.2% |
| 7D | +1.9% | +0.1% | +1.8% | +1.8% |
| 30D | +0.1% | -13.9% | +14.0% | +8.1% |
| 3M | -8.5% | +1.1% | -9.6% | -8.8% |
| 6M | +38.1% | +26.2% | +11.8% | +23.4% |
| YTD | +80.1% | +16.4% | +63.6% | +66.4% |
| 1Y | +208.1% | +33.9% | +174.2% | +165.5% |
| 3Y | +350.2% | +93.4% | +256.8% | +199.3% |
| All | +446.3% | +106.7% | +339.6% | +239.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling