+179.1%
LRCX vs STZ
-12.7%
+191.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.9% | -7.5% | -5.4% |
| 7D | +1.8% | -4.1% | +5.9% | +1.5% |
| 30D | -4.3% | -7.6% | +3.3% | -5.0% |
| 3M | -7.3% | -12.3% | +5.0% | -7.9% |
| 6M | +38.6% | -16.3% | +54.9% | +38.5% |
| YTD | +74.4% | -8.4% | +82.8% | +70.2% |
| 1Y | +179.1% | -10.8% | +189.9% | +178.9% |
| All | +179.1% | -12.7% | +191.8% | +178.9% |
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