+181,213.0%
LRCX vs STRL
+19,359.6%
+161,853.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +5.8% | -0.6% | +4.6% |
| 7D | +1.9% | +3.4% | -1.5% | +1.6% |
| 30D | +0.1% | -9.2% | +9.3% | +0.9% |
| 3M | -8.5% | -51.0% | +42.6% | -2.7% |
| 6M | +38.1% | +15.8% | +22.3% | +36.3% |
| YTD | +80.1% | +58.9% | +21.2% | +73.7% |
| 1Y | +208.1% | +68.5% | +139.5% | +195.8% |
| 3Y | +350.2% | +485.2% | -135.0% | +293.1% |
| 5Y | +430.7% | +2,005.1% | -1,574.4% | +326.0% |
| 10Y | +3,633.2% | +7,118.0% | -3,484.7% | +2,662.9% |
| All | +181,213.0% | +19,359.6% | +161,853.4% | +121,730.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STRL.
Daily Out/Under-Performance
Portfolio return minus STRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STRL 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 STRL 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