+460.5%
LRCX vs FLEX
+717.1%
-256.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -0.5% |
| 7D | +9.5% | +6.4% | +3.2% | +5.1% |
| 30D | +3.1% | -5.9% | +8.9% | +7.3% |
| 3M | -3.4% | -23.5% | +20.1% | +16.6% |
| 6M | +49.7% | +83.7% | -34.0% | -5.8% |
| YTD | +84.9% | +86.5% | -1.6% | +15.0% |
| 1Y | +200.8% | +100.5% | +100.3% | +76.9% |
| 3Y | +385.1% | +469.8% | -84.8% | +28.4% |
| 5Y | +460.5% | +725.7% | -265.2% | +3.4% |
| All | +460.5% | +717.1% | -256.6% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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