+498.0%
LRCX vs NXT
+173.5%
+324.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.8% | -0.5% |
| 7D | -3.1% | -1.9% | -1.2% | -2.5% |
| 30D | -8.6% | -20.0% | +11.5% | -2.6% |
| 3M | -17.7% | -30.7% | +13.1% | -8.6% |
| 6M | +36.4% | -29.0% | +65.3% | +49.2% |
| YTD | +74.5% | -4.8% | +79.4% | +78.6% |
| 1Y | +159.4% | +22.8% | +136.6% | +152.0% |
| 3Y | +361.6% | +93.9% | +267.6% | +291.5% |
| All | +498.0% | +173.5% | +324.6% | +384.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 10y: compounded portfolio wealth divided by compounded NXT 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…
10y analysis · Full analysis span regression · 6 months rolling