+13,281.0%
LRCX vs FIS
+374.5%
+12,906.5%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.9% | +6.0% | +5.6% |
| 7D | +1.9% | +1.1% | +0.8% | +1.3% |
| 30D | +0.1% | -2.2% | +2.3% | +0.9% |
| 3M | -8.5% | +2.1% | -10.6% | -12.1% |
| 6M | +38.1% | -14.7% | +52.7% | +43.0% |
| YTD | +80.1% | -35.7% | +115.8% | +115.5% |
| 1Y | +208.1% | -37.1% | +245.1% | +270.9% |
| 3Y | +350.2% | -20.0% | +370.2% | +357.2% |
| 5Y | +430.7% | -62.1% | +492.8% | +669.8% |
| 10Y | +3,633.2% | -37.4% | +3,670.6% | +4,044.3% |
| All | +13,281.0% | +374.5% | +12,906.5% | +4,955.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling