+460.5%
LRCX vs FDX
+63.0%
+397.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.1% | -0.6% |
| 7D | +9.5% | -2.3% | +11.9% | +10.8% |
| 30D | +3.1% | -4.9% | +8.0% | +5.6% |
| 3M | -3.4% | -6.5% | +3.1% | +0.1% |
| 6M | +49.7% | +6.7% | +43.0% | +44.6% |
| YTD | +84.9% | +33.9% | +51.0% | +59.6% |
| 1Y | +200.8% | +72.2% | +128.7% | +129.2% |
| 3Y | +385.1% | +60.2% | +324.8% | +264.1% |
| 5Y | +460.5% | +62.9% | +397.6% | +286.7% |
| All | +460.5% | +63.0% | +397.5% | +286.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling