+7,001.2%
LRCX vs NVMI
+1,965.6%
+5,035.6%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.4% |
| 7D | -3.1% | -0.1% | -3.0% | -3.0% |
| 30D | -8.6% | -8.4% | -0.2% | -6.3% |
| 3M | -17.7% | -33.6% | +15.9% | -7.2% |
| 6M | +36.4% | -14.7% | +51.0% | +45.0% |
| YTD | +74.5% | +13.2% | +61.3% | +73.7% |
| 1Y | +159.4% | +29.0% | +130.4% | +151.0% |
| 3Y | +361.6% | +215.0% | +146.6% | +264.6% |
| 5Y | +425.2% | +268.6% | +156.7% | +308.4% |
| 10Y | +3,645.0% | +3,124.7% | +520.3% | +1,984.4% |
| All | +7,001.2% | +1,965.6% | +5,035.6% | +2,605.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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