+20,209.9%
LRCX vs ELV
+2,378.1%
+17,831.8%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.2% | -1.0% |
| 7D | +9.5% | -2.2% | +11.7% | +10.3% |
| 30D | +3.1% | -0.2% | +3.3% | +2.9% |
| 3M | -3.4% | -6.1% | +2.7% | -2.4% |
| 6M | +49.7% | +42.8% | +6.9% | +29.4% |
| YTD | +84.9% | +14.4% | +70.5% | +71.1% |
| 1Y | +200.8% | +28.6% | +172.2% | +165.5% |
| 3Y | +385.1% | -7.4% | +392.5% | +364.8% |
| 5Y | +460.5% | +14.5% | +446.0% | +382.3% |
| 10Y | +3,866.3% | +257.4% | +3,608.8% | +2,074.6% |
| All | +20,209.9% | +2,378.1% | +17,831.8% | +6,699.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 ELV 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