+290,000.9%
LRCX vs EXPD
+30,859.1%
+259,141.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.9% | +4.2% | +4.7% |
| 7D | +1.9% | -1.1% | +3.0% | +2.4% |
| 30D | +0.1% | +4.1% | -4.0% | -1.5% |
| 3M | -8.5% | +17.9% | -26.4% | -14.7% |
| 6M | +38.1% | +29.2% | +8.8% | +23.1% |
| YTD | +80.1% | +27.4% | +52.7% | +60.4% |
| 1Y | +208.1% | +56.8% | +151.2% | +149.7% |
| 3Y | +350.2% | +68.0% | +282.2% | +253.4% |
| 5Y | +430.7% | +61.9% | +368.8% | +325.9% |
| 10Y | +3,633.2% | +316.0% | +3,317.2% | +1,993.8% |
| All | +290,000.9% | +30,859.1% | +259,141.8% | +74,274.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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