+2,479.7%
LRCX vs STLD
+779.4%
+1,700.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +2.1% | +8.3% | +9.4% |
| 7D | -2.7% | -9.7% | +6.9% | +2.8% |
| 30D | -30.6% | -4.5% | -26.1% | -28.5% |
| 3M | -28.8% | -13.1% | -15.8% | -23.8% |
| 6M | -24.6% | -2.8% | -21.8% | -24.1% |
| YTD | +29.7% | +35.3% | -5.7% | +10.6% |
| 1Y | +39.5% | +51.4% | -11.9% | +12.7% |
| 3Y | +248.9% | +117.9% | +131.0% | +132.4% |
| 5Y | +274.3% | +272.6% | +1.8% | +86.2% |
| 10Y | +2,479.7% | +782.2% | +1,697.5% | +730.2% |
| All | +2,479.7% | +779.4% | +1,700.4% | +730.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 10y: compounded portfolio wealth divided by compounded STLD 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…
10y analysis · Full analysis span regression · 6 months rolling