+361.6%
LRCX vs VSXY
+352.7%
+8.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.1% | -3.0% | -0.5% |
| 7D | -3.1% | +0.1% | -3.2% | -3.1% |
| 30D | -8.6% | -18.7% | +10.1% | -5.5% |
| 3M | -17.7% | -4.0% | -13.7% | -18.0% |
| 6M | +36.4% | +67.5% | -31.1% | +20.1% |
| YTD | +74.5% | +39.7% | +34.9% | +58.3% |
| 1Y | +159.4% | +180.0% | -20.5% | +106.7% |
| 3Y | +361.6% | +337.3% | +24.3% | +240.9% |
| All | +361.6% | +352.7% | +8.9% | +240.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 3y: compounded portfolio wealth divided by compounded VSXY 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…
3y analysis · Full analysis span regression · 6 months rolling