+48.0%
LRCX vs STZ
+15.6%
+32.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.7% | -4.1% | -3.1% |
| 7D | +12.7% | +2.6% | +10.1% | +13.6% |
| 30D | -21.3% | +15.2% | -36.5% | -17.1% |
| 3M | -32.9% | +7.6% | -40.5% | -29.3% |
| 6M | -23.4% | +5.3% | -28.7% | -19.0% |
| YTD | +32.4% | +8.6% | +23.7% | +36.3% |
| 1Y | +48.0% | +15.6% | +32.5% | +49.0% |
| All | +48.0% | +15.6% | +32.5% | +49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 1y: compounded portfolio wealth divided by compounded STZ 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…
1y analysis · Full analysis span regression · 6 months rolling