+1,804.1%
LRCX vs FOXA
+92.4%
+1,711.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.4% |
| 7D | -3.1% | +0.8% | -3.9% | -3.4% |
| 30D | -8.6% | +5.0% | -13.6% | -10.7% |
| 3M | -17.7% | -3.0% | -14.7% | -18.5% |
| 6M | +36.4% | +14.8% | +21.6% | +23.6% |
| YTD | +74.5% | -8.9% | +83.5% | +76.2% |
| 1Y | +159.4% | +13.3% | +146.1% | +133.6% |
| 3Y | +361.6% | +115.4% | +246.2% | +198.4% |
| 5Y | +425.2% | +95.3% | +330.0% | +253.7% |
| All | +1,804.1% | +92.4% | +1,711.8% | +972.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 10y: compounded portfolio wealth divided by compounded FOXA 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…
10y analysis · Full analysis span regression · 6 months rolling