+40,146.4%
LRCX vs NOK
+1,738.9%
+38,407.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.5% | -1.9% |
| 7D | +9.5% | +9.3% | +0.2% | +5.4% |
| 30D | +3.1% | +17.9% | -14.8% | -4.0% |
| 3M | -3.4% | -22.3% | +18.9% | +8.8% |
| 6M | +49.7% | +36.4% | +13.3% | +29.3% |
| YTD | +84.9% | +66.3% | +18.6% | +45.5% |
| 1Y | +200.8% | +134.4% | +66.4% | +99.5% |
| 3Y | +385.1% | +186.6% | +198.5% | +186.1% |
| 5Y | +460.5% | +102.7% | +357.8% | +283.1% |
| 10Y | +3,866.3% | +129.8% | +3,736.5% | +1,966.6% |
| All | +40,146.4% | +1,738.9% | +38,407.5% | +6,914.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 NOK 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