+3,908.9%
LRCX vs DELL
+4,726.5%
-817.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.6% |
| 7D | +9.5% | +8.7% | +0.8% | +5.2% |
| 30D | +3.1% | +16.9% | -13.8% | -5.4% |
| 3M | -3.4% | +40.4% | -43.8% | -18.9% |
| 6M | +49.7% | +267.1% | -217.4% | -27.6% |
| YTD | +84.9% | +329.1% | -244.2% | -20.0% |
| 1Y | +200.8% | +346.9% | -146.1% | +25.7% |
| 3Y | +385.1% | +696.6% | -311.6% | +30.2% |
| 5Y | +460.5% | +1,106.2% | -645.7% | +11.5% |
| 10Y | +3,866.3% | +4,177.7% | -311.5% | +275.4% |
| All | +3,908.9% | +4,726.5% | -817.6% | +274.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling