+55,688.7%
LRCX vs RCL
+4,549.4%
+51,139.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.1% | +5.3% | +5.2% |
| 7D | +1.9% | -5.1% | +7.0% | +3.8% |
| 30D | +0.1% | -19.0% | +19.1% | +7.6% |
| 3M | -8.5% | -9.6% | +1.1% | -5.5% |
| 6M | +38.1% | -6.7% | +44.8% | +41.1% |
| YTD | +80.1% | -3.9% | +84.0% | +80.7% |
| 1Y | +208.1% | -25.1% | +233.1% | +234.3% |
| 3Y | +350.2% | +179.1% | +171.1% | +204.9% |
| 5Y | +430.7% | +243.3% | +187.4% | +216.5% |
| 10Y | +3,633.2% | +325.8% | +3,307.4% | +1,536.8% |
| All | +55,688.7% | +4,549.4% | +51,139.3% | +9,739.7% |
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