+353.5%
LRCX vs NXT
+213.5%
+140.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.5% | -4.9% | -3.8% |
| 7D | +12.7% | -9.4% | +22.1% | +15.7% |
| 30D | -21.3% | +15.1% | -36.4% | -24.7% |
| 3M | -32.9% | -9.1% | -23.8% | -31.7% |
| 6M | -23.4% | -30.3% | +6.9% | -16.8% |
| YTD | +32.4% | +9.1% | +23.3% | +29.2% |
| 1Y | +48.0% | +7.9% | +40.2% | +44.6% |
| 3Y | +243.9% | +176.5% | +67.5% | +168.4% |
| All | +353.5% | +213.5% | +140.0% | +250.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling