+40,911.4%
LRCX vs RCL
+5,601.3%
+35,310.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.4% | -3.8% | -3.5% |
| 7D | +12.7% | -1.2% | +13.9% | +13.2% |
| 30D | -21.3% | +17.8% | -39.1% | -25.8% |
| 3M | -32.9% | +4.9% | -37.8% | -34.4% |
| 6M | -23.4% | +23.7% | -47.1% | -29.4% |
| YTD | +32.4% | +17.8% | +14.6% | +23.1% |
| 1Y | +48.0% | +28.9% | +19.1% | +33.0% |
| 3Y | +243.9% | +241.9% | +2.1% | +116.6% |
| 5Y | +280.6% | +295.4% | -14.8% | +115.6% |
| 10Y | +2,547.5% | +344.1% | +2,203.4% | +1,045.3% |
| All | +40,911.4% | +5,601.3% | +35,310.1% | +6,604.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling