+40,884.9%
LRCX vs INCY
+6,620.5%
+34,264.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.7% | -1.7% |
| 7D | +9.5% | -2.2% | +11.7% | +10.0% |
| 30D | +3.1% | +3.7% | -0.6% | +2.1% |
| 3M | -3.4% | +22.1% | -25.5% | -8.3% |
| 6M | +49.7% | +29.8% | +19.9% | +40.1% |
| YTD | +84.9% | +27.6% | +57.3% | +73.7% |
| 1Y | +200.8% | +47.2% | +153.6% | +173.6% |
| 3Y | +385.1% | +97.0% | +288.1% | +306.0% |
| 5Y | +460.5% | +73.4% | +387.1% | +379.1% |
| 10Y | +3,866.3% | +59.2% | +3,807.0% | +3,227.1% |
| All | +40,884.9% | +6,620.5% | +34,264.4% | +13,903.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INCY.
Daily Out/Under-Performance
Portfolio return minus INCY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INCY 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 INCY 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