+416.0%
LRCX vs NVT
+419.5%
-3.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.6% | -3.7% |
| 7D | -3.1% | +4.1% | -7.1% | -6.2% |
| 30D | -8.6% | -5.1% | -3.4% | -4.8% |
| 3M | -17.7% | -1.2% | -16.5% | -15.8% |
| 6M | +36.4% | +46.6% | -10.2% | +3.8% |
| YTD | +74.5% | +60.0% | +14.6% | +24.9% |
| 1Y | +159.4% | +70.8% | +88.7% | +76.3% |
| 3Y | +361.6% | +187.5% | +174.0% | +97.6% |
| All | +416.0% | +419.5% | -3.5% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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