+3,549.0%
LRCX vs DELL
+4,530.0%
-981.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +12.0% | -11.9% | -5.7% |
| 7D | -3.1% | +8.2% | -11.3% | -7.1% |
| 30D | -8.6% | +17.1% | -25.6% | -16.3% |
| 3M | -17.7% | +45.2% | -62.8% | -32.5% |
| 6M | +36.4% | +286.8% | -250.4% | -36.2% |
| YTD | +74.5% | +354.8% | -280.2% | -27.2% |
| 1Y | +159.4% | +358.3% | -198.8% | +6.3% |
| 3Y | +361.6% | +724.9% | -363.3% | +20.3% |
| 5Y | +425.2% | +1,193.7% | -768.4% | -1.2% |
| All | +3,549.0% | +4,530.0% | -981.0% | +193.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling