+1,803.5%
LRCX vs NVT
+712.1%
+1,091.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.5% | +1.0% | +0.3% |
| 7D | +9.5% | +7.0% | +2.5% | +4.5% |
| 30D | +3.1% | -2.3% | +5.4% | +4.8% |
| 3M | -3.4% | -3.1% | -0.3% | +0.4% |
| 6M | +49.7% | +47.0% | +2.7% | +18.2% |
| YTD | +84.9% | +56.2% | +28.7% | +40.8% |
| 1Y | +200.8% | +74.5% | +126.3% | +112.8% |
| 3Y | +385.1% | +184.0% | +201.0% | +141.7% |
| 5Y | +460.5% | +410.8% | +49.7% | +92.4% |
| All | +1,803.5% | +712.1% | +1,091.4% | +363.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling