+243.9%
LRCX vs FDX
+74.4%
+169.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.5% | -4.9% | -4.1% |
| 7D | +12.7% | +5.2% | +7.5% | +10.1% |
| 30D | -21.3% | +11.3% | -32.5% | -25.3% |
| 3M | -32.9% | -4.1% | -28.8% | -31.7% |
| 6M | -23.4% | +9.6% | -33.0% | -26.9% |
| YTD | +32.4% | +40.9% | -8.5% | +12.7% |
| 1Y | +48.0% | +53.0% | -5.0% | +21.6% |
| 3Y | +243.9% | +74.1% | +169.9% | +162.0% |
| All | +243.9% | +74.4% | +169.5% | +162.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 3y: compounded portfolio wealth divided by compounded FDX 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…
3y analysis · Full analysis span regression · 6 months rolling