+416.0%
LRCX vs NUE
+146.6%
+269.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.7% |
| 7D | -3.1% | -0.6% | -2.4% | -2.8% |
| 30D | -8.6% | -4.6% | -4.0% | -6.6% |
| 3M | -17.7% | -0.3% | -17.4% | -18.2% |
| 6M | +36.4% | +51.9% | -15.5% | +11.4% |
| YTD | +74.5% | +60.0% | +14.6% | +38.8% |
| 1Y | +159.4% | +82.9% | +76.6% | +92.9% |
| 3Y | +361.6% | +66.0% | +295.6% | +243.3% |
| All | +416.0% | +146.6% | +269.5% | +222.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 5y: compounded portfolio wealth divided by compounded NUE 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…
5y analysis · Full analysis span regression · 6 months rolling