+302,042.4%
LRCX vs NEE
+7,273.1%
+294,769.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.5% | +3.7% | +4.0% |
| 7D | +10.4% | +1.1% | +9.3% | +9.9% |
| 30D | +2.9% | -0.2% | +3.1% | +3.0% |
| 3M | -1.2% | +0.5% | -1.7% | -1.6% |
| 6M | +60.9% | -6.5% | +67.4% | +64.1% |
| YTD | +87.5% | +6.7% | +80.8% | +81.5% |
| 1Y | +206.6% | +23.6% | +183.0% | +180.2% |
| 3Y | +392.1% | +37.1% | +355.0% | +310.6% |
| 5Y | +478.4% | +10.9% | +467.5% | +421.0% |
| 10Y | +3,821.0% | +245.4% | +3,575.7% | +2,156.2% |
| All | +302,042.4% | +7,273.1% | +294,769.3% | +64,054.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NEE.
Daily Out/Under-Performance
Portfolio return minus NEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEE 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 NEE 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