+361.3%
LRCX vs DELL
+647.5%
-286.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -5.3% | -0.3% | -3.6% |
| 7D | +1.8% | -1.9% | +3.7% | +2.7% |
| 30D | -4.3% | +14.9% | -19.2% | -9.8% |
| 3M | -7.3% | +37.2% | -44.5% | -18.3% |
| 6M | +38.6% | +254.0% | -215.4% | -20.4% |
| YTD | +74.4% | +306.1% | -231.7% | -7.5% |
| 1Y | +179.1% | +312.3% | -133.2% | +45.6% |
| All | +361.3% | +647.5% | -286.2% | +75.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling