+290,000.9%
LRCX vs LLY
+17,658.0%
+272,342.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.9% | +6.0% | +5.4% |
| 7D | +1.9% | -2.1% | +4.1% | +2.6% |
| 30D | +0.1% | -1.6% | +1.7% | +0.2% |
| 3M | -8.5% | +2.3% | -10.8% | -10.4% |
| 6M | +38.1% | +14.9% | +23.2% | +29.3% |
| YTD | +80.1% | +7.5% | +72.6% | +70.4% |
| 1Y | +208.1% | +55.7% | +152.4% | +155.5% |
| 3Y | +350.2% | +110.6% | +239.6% | +224.2% |
| 5Y | +430.7% | +363.4% | +67.2% | +180.5% |
| 10Y | +3,633.2% | +1,649.0% | +1,984.2% | +1,076.8% |
| All | +290,000.9% | +17,658.0% | +272,342.9% | +35,301.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LLY.
Daily Out/Under-Performance
Portfolio return minus LLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LLY 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 LLY 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