+2,547.4%
LRCX vs EPAM
+168.6%
+2,378.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.7% | -4.2% | -0.9% |
| 7D | -3.6% | +18.8% | -22.4% | -10.7% |
| 30D | -30.3% | +44.9% | -75.2% | -40.0% |
| 3M | -27.3% | +68.6% | -95.9% | -41.3% |
| 6M | -24.2% | +65.4% | -89.7% | -41.0% |
| YTD | +30.3% | -19.9% | +50.2% | +31.0% |
| 1Y | +34.3% | -10.0% | +44.3% | +28.7% |
| 3Y | +232.6% | -30.3% | +262.9% | +230.0% |
| 5Y | +286.2% | -75.7% | +361.9% | +462.1% |
| 10Y | +2,547.4% | +167.2% | +2,380.2% | +645.5% |
| All | +2,547.4% | +168.6% | +2,378.8% | +645.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EPAM.
Daily Out/Under-Performance
Portfolio return minus EPAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EPAM 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 EPAM 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