+208.1%
LRCX vs DELL
+328.0%
-119.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.5% | +3.6% | +4.7% |
| 7D | +1.9% | +14.9% | -13.0% | -2.5% |
| 30D | +0.1% | +13.3% | -13.2% | -3.9% |
| 3M | -8.5% | +24.4% | -32.9% | -14.7% |
| 6M | +38.1% | +258.0% | -219.9% | -1.0% |
| YTD | +80.1% | +320.2% | -240.1% | +24.4% |
| 1Y | +208.1% | +319.1% | -111.0% | +112.0% |
| All | +208.1% | +328.0% | -119.9% | +112.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DELL.
Daily Out/Under-Performance
Portfolio return minus DELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DELL 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 1y: compounded portfolio wealth divided by compounded DELL 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…
1y analysis · Full analysis span regression · 6 months rolling