+208.1%
LRCX vs NVS
+27.7%
+180.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.9% | +7.0% | +5.4% |
| 7D | +1.9% | +4.0% | -2.1% | +1.1% |
| 30D | +0.1% | +3.6% | -3.5% | -0.8% |
| 3M | -8.5% | +7.8% | -16.3% | -11.7% |
| 6M | +38.1% | -0.2% | +38.2% | +39.1% |
| YTD | +80.1% | +19.6% | +60.5% | +68.3% |
| 1Y | +208.1% | +28.4% | +179.7% | +183.7% |
| All | +208.1% | +27.7% | +180.3% | +183.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 1y: compounded portfolio wealth divided by compounded NVS 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…
1y analysis · Full analysis span regression · 6 months rolling