+416.0%
LRCX vs DELL
+1,152.3%
-736.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +12.0% | -11.9% | -5.1% |
| 7D | -3.1% | +8.2% | -11.3% | -6.6% |
| 30D | -8.6% | +17.1% | -25.6% | -15.4% |
| 3M | -17.7% | +45.2% | -62.8% | -30.8% |
| 6M | +36.4% | +286.8% | -250.4% | -30.4% |
| YTD | +74.5% | +354.8% | -280.2% | -19.6% |
| 1Y | +159.4% | +358.3% | -198.8% | +17.6% |
| 3Y | +361.6% | +724.9% | -363.3% | +36.6% |
| All | +416.0% | +1,152.3% | -736.2% | +8.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling