+29,387.5%
LRCX vs KMX
+448.1%
+28,939.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -1.0% | -1.3% |
| 7D | +9.5% | -1.9% | +11.4% | +10.1% |
| 30D | +3.1% | +2.6% | +0.5% | +2.2% |
| 3M | -3.4% | +25.6% | -29.0% | -10.0% |
| 6M | +49.7% | +41.9% | +7.8% | +33.8% |
| YTD | +84.9% | +56.0% | +28.8% | +59.9% |
| 1Y | +200.8% | -1.8% | +202.6% | +190.3% |
| 3Y | +385.1% | -25.7% | +410.8% | +394.9% |
| 5Y | +460.5% | -54.7% | +515.2% | +539.0% |
| 10Y | +3,866.3% | +9.2% | +3,857.1% | +3,375.9% |
| All | +29,387.5% | +448.1% | +28,939.4% | +15,950.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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