+208.1%
LRCX vs FIS
-37.2%
+245.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.9% | +6.0% | +4.7% |
| 7D | +1.9% | +1.1% | +0.8% | +2.4% |
| 30D | +0.1% | -2.2% | +2.3% | -0.7% |
| 3M | -8.5% | +2.1% | -10.6% | -6.2% |
| 6M | +38.1% | -14.7% | +52.7% | +41.0% |
| YTD | +80.1% | -35.7% | +115.8% | +90.1% |
| 1Y | +208.1% | -37.1% | +245.1% | +230.3% |
| All | +208.1% | -37.2% | +245.3% | +230.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 1y: compounded portfolio wealth divided by compounded FIS 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…
1y analysis · Full analysis span regression · 6 months rolling