+542.6%
LRCX vs NXT
+181.9%
+360.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.1% | +3.0% | +3.8% |
| 7D | +10.4% | +2.9% | +7.5% | +9.6% |
| 30D | +2.9% | -17.2% | +20.2% | +8.5% |
| 3M | -1.2% | -32.0% | +30.8% | +10.1% |
| 6M | +60.9% | -15.8% | +76.6% | +69.0% |
| YTD | +87.5% | -1.9% | +89.4% | +90.3% |
| 1Y | +206.6% | +22.5% | +184.2% | +196.9% |
| 3Y | +392.1% | +100.5% | +291.6% | +313.4% |
| All | +542.6% | +181.9% | +360.6% | +415.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling