+42.8%
LRCX vs DELL
+142.0%
-99.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -8.8% | +4.8% | -1.3% |
| 7D | -12.8% | -24.6% | +11.8% | -5.1% |
| 30D | -36.0% | -32.5% | -3.5% | -28.3% |
| 3M | -30.2% | -20.2% | -10.0% | -26.1% |
| 6M | -14.2% | +76.5% | -90.7% | -24.7% |
| YTD | +29.7% | +198.9% | -169.2% | +4.6% |
| 1Y | +42.8% | +143.3% | -100.5% | +24.5% |
| All | +42.8% | +142.0% | -99.2% | +24.5% |
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