+4,206.4%
LRCX vs DAL
+368.9%
+3,837.5%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.2% | +6.1% | +7.6% |
| 7D | -16.2% | +8.8% | -25.0% | -18.4% |
| 30D | -39.2% | +5.4% | -44.6% | -40.2% |
| 3M | -34.4% | -4.9% | -29.4% | -33.4% |
| 6M | -32.4% | +19.8% | -52.3% | -36.1% |
| YTD | +17.4% | +27.0% | -9.6% | +9.1% |
| 1Y | +24.2% | +52.5% | -28.3% | +9.1% |
| 3Y | +221.6% | +173.8% | +47.7% | +131.8% |
| 5Y | +245.2% | +104.5% | +140.7% | +167.3% |
| 10Y | +2,310.5% | +129.7% | +2,180.8% | +1,604.0% |
| All | +4,206.4% | +368.9% | +3,837.5% | +1,864.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling