+4,967.9%
LRCX vs DAL
+391.1%
+4,576.8%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.0% | +7.0% | +6.4% |
| 7D | +6.5% | +2.3% | +4.2% | +6.1% |
| 30D | -23.8% | +14.3% | -38.1% | -27.0% |
| 3M | -24.2% | +1.3% | -25.5% | -24.5% |
| 6M | -20.2% | +29.3% | -49.5% | -26.2% |
| YTD | +38.2% | +33.0% | +5.2% | +26.6% |
| 1Y | +48.9% | +59.8% | -11.0% | +29.0% |
| 3Y | +252.8% | +177.2% | +75.6% | +153.4% |
| 5Y | +304.3% | +118.4% | +186.0% | +207.2% |
| 10Y | +2,664.2% | +121.4% | +2,542.8% | +1,866.0% |
| All | +4,967.9% | +391.1% | +4,576.8% | +2,180.7% |
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