+20,807.8%
LRCX vs FLEX
+5,119.6%
+15,688.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.0% | +0.7% | -1.5% |
| 7D | +12.7% | +7.5% | +5.3% | +9.2% |
| 30D | -21.3% | -25.3% | +4.0% | -9.9% |
| 3M | -32.9% | -39.7% | +6.8% | -15.6% |
| 6M | -23.4% | -47.9% | +24.5% | +4.4% |
| YTD | +32.4% | +24.1% | +8.3% | +19.0% |
| 1Y | +48.0% | +26.0% | +22.1% | +32.0% |
| 3Y | +243.9% | +282.7% | -38.7% | +87.0% |
| 5Y | +280.6% | +424.2% | -143.6% | +81.2% |
| 10Y | +2,547.5% | +613.8% | +1,933.8% | +911.7% |
| All | +20,807.8% | +5,119.6% | +15,688.2% | +3,864.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling