+361.3%
LRCX vs VZ
+81.3%
+279.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.5% | -6.1% | -5.4% |
| 7D | +1.8% | -1.2% | +3.1% | +1.3% |
| 30D | -4.3% | +5.7% | -10.0% | -1.7% |
| 3M | -7.3% | +8.2% | -15.6% | -2.3% |
| 6M | +38.6% | +1.7% | +36.8% | +43.5% |
| YTD | +74.4% | +28.9% | +45.6% | +95.6% |
| 1Y | +179.1% | +22.7% | +156.4% | +210.3% |
| All | +361.3% | +81.3% | +279.9% | +427.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 VZ 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