+7,091.1%
LRCX vs STLA
+150.0%
+6,941.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.3% | -3.0% |
| 7D | +12.7% | -13.8% | +26.5% | +17.7% |
| 30D | -21.3% | -10.5% | -10.7% | -18.8% |
| 3M | -32.9% | -28.9% | -4.0% | -26.5% |
| 6M | -23.4% | -49.7% | +26.3% | -6.8% |
| YTD | +32.4% | -64.9% | +97.3% | +75.8% |
| 1Y | +48.0% | -64.0% | +112.1% | +94.6% |
| 3Y | +243.9% | -77.4% | +321.4% | +405.9% |
| 5Y | +280.6% | -74.4% | +355.0% | +433.0% |
| 10Y | +2,547.5% | -6.4% | +2,553.9% | +2,708.6% |
| All | +7,091.1% | +150.0% | +6,941.1% | +7,238.2% |
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