+7,341.3%
LRCX vs STLA
+152.6%
+7,188.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.1% | +5.2% | +1.0% |
| 7D | +26.2% | -13.1% | +39.3% | +31.5% |
| 30D | -22.4% | -13.3% | -9.1% | -19.2% |
| 3M | -28.2% | -27.9% | -0.4% | -21.7% |
| 6M | -19.0% | -47.8% | +28.8% | -2.6% |
| YTD | +37.0% | -64.6% | +101.5% | +81.3% |
| 1Y | +45.5% | -64.0% | +109.5% | +91.2% |
| 3Y | +249.7% | -76.8% | +326.5% | +410.1% |
| 5Y | +293.9% | -74.2% | +368.0% | +449.7% |
| 10Y | +2,639.6% | -5.4% | +2,645.0% | +2,796.8% |
| All | +7,341.3% | +152.6% | +7,188.7% | +7,468.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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