+49.7%
LRCX vs FISV
-21.9%
+71.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.3% | +2.9% | -3.7% |
| 7D | +9.5% | -6.4% | +16.0% | +5.8% |
| 30D | +3.1% | -6.8% | +9.9% | -0.6% |
| 3M | -3.4% | -10.0% | +6.6% | -4.2% |
| 6M | +49.7% | -20.6% | +70.3% | +46.6% |
| All | +49.7% | -21.9% | +71.6% | +46.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling