+9,682.2%
LRCX vs STLA
+263.8%
+9,418.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.3% | +3.8% | +4.7% |
| 7D | +1.9% | +2.6% | -0.7% | +1.1% |
| 30D | +0.1% | -1.2% | +1.3% | 0.0% |
| 3M | -8.5% | -24.8% | +16.3% | -0.6% |
| 6M | +38.1% | -25.6% | +63.6% | +50.2% |
| YTD | +80.1% | -48.9% | +129.0% | +115.0% |
| 1Y | +208.1% | -38.8% | +246.8% | +244.9% |
| 3Y | +350.2% | -64.5% | +414.8% | +480.3% |
| 5Y | +430.7% | -62.4% | +493.1% | +565.9% |
| 10Y | +3,633.2% | +55.4% | +3,577.8% | +3,391.8% |
| All | +9,682.2% | +263.8% | +9,418.4% | +8,873.2% |
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