+42.8%
LRCX vs RCL
+27.6%
+15.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +6.4% | -10.4% | -6.6% |
| 7D | -12.8% | +11.7% | -24.4% | -17.1% |
| 30D | -36.0% | +21.1% | -57.1% | -41.4% |
| 3M | -30.2% | +2.9% | -33.1% | -31.2% |
| 6M | -14.2% | +29.8% | -44.0% | -24.6% |
| YTD | +29.7% | +21.4% | +8.3% | +16.8% |
| 1Y | +42.8% | +32.0% | +10.8% | +25.9% |
| All | +42.8% | +27.6% | +15.2% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 1y: compounded portfolio wealth divided by compounded RCL 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…
1y analysis · Full analysis span regression · 6 months rolling