+497.6%
LRCX vs NXT
+168.4%
+329.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.2% | -4.4% | -5.3% |
| 7D | +1.8% | -2.6% | +4.4% | +2.6% |
| 30D | -4.3% | -22.4% | +18.1% | +2.8% |
| 3M | -7.3% | -27.3% | +20.0% | +1.9% |
| 6M | +38.6% | -28.5% | +67.0% | +51.5% |
| YTD | +74.4% | -6.6% | +81.0% | +79.5% |
| 1Y | +179.1% | +20.4% | +158.8% | +172.7% |
| 3Y | +357.7% | +90.9% | +266.8% | +290.0% |
| All | +497.6% | +168.4% | +329.2% | +386.7% |
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