+28,341.3%
LRCX vs FLEX
+7,523.3%
+20,817.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.5% | +3.6% | +4.4% |
| 7D | +1.9% | -0.9% | +2.8% | +2.4% |
| 30D | +0.1% | -10.1% | +10.2% | +5.1% |
| 3M | -8.5% | -31.3% | +22.9% | +10.1% |
| 6M | +38.1% | +71.3% | -33.2% | +7.1% |
| YTD | +80.1% | +81.2% | -1.2% | +36.3% |
| 1Y | +208.1% | +98.5% | +109.6% | +124.1% |
| 3Y | +350.2% | +428.2% | -78.0% | +110.5% |
| 5Y | +430.7% | +657.3% | -226.6% | +113.0% |
| 10Y | +3,633.2% | +995.9% | +2,637.3% | +1,075.5% |
| All | +28,341.3% | +7,523.3% | +20,817.9% | +4,441.4% |
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 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