+416.0%
LRCX vs FISV
-53.5%
+469.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.4% | -5.3% | -0.7% |
| 7D | -3.1% | -2.7% | -0.4% | -2.7% |
| 30D | -8.6% | 0.0% | -8.6% | -8.7% |
| 3M | -17.7% | -2.8% | -14.9% | -18.1% |
| 6M | +36.4% | -11.8% | +48.2% | +37.6% |
| YTD | +74.5% | -23.2% | +97.8% | +81.4% |
| 1Y | +159.4% | -62.0% | +221.4% | +213.3% |
| 3Y | +361.6% | -57.6% | +419.2% | +365.1% |
| All | +416.0% | -53.5% | +469.5% | +351.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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